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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,147 | $53,128-65.8% | $86,581-79.0% | $70,124-74.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 5.52% | 27.66%-22.1pp | 965.06%-959.5pp | 73.14%-67.6pp |
| Employer contribution / active EE | $2,131 | $2,068+3.1% | $2,840-24.9% | $2,342-9.0% |
| Participant deferral / active EE | $944 | $2,695-65.0% | $3,609-73.8% | $3,332-71.7% |
| Admin fee / account holder | $2,086 | $3,584-41.8% | $4,904-57.5% | $4,645-55.1% |