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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 | $21,120 | $91,179-76.8% | $178,499-88.2% | $79,852-73.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 0.30% | 24.19%-23.9pp | 151.10%-150.8pp | 31.72%-31.4pp |
| Employer contribution / active EE | $3,391 | $3,256+4.2% | $5,011-32.3% | $2,471+37.2% |
| Participant deferral / active EE | $1,904 | $3,236-41.1% | $5,202-63.4% | $3,740-49.1% |
| Admin fee / account holder | $4,114 | $6,749-39.0% | $13,986-70.6% | $5,306-22.5% |