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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 | $20,510 | $78,690-73.9% | $161,489-87.3% | $87,485-76.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 6.90% | 32.74%-25.8pp | 89.72%-82.8pp | 26.06%-19.2pp |
| Employer contribution / active EE | $1,293 | $2,588-50.1% | $4,268-69.7% | $2,596-50.2% |
| Participant deferral / active EE | $1,747 | $3,311-47.2% | $5,630-69.0% | $4,274-59.1% |
| Admin fee / account holder | $5,334 | $6,724-20.7% | $16,006-66.7% | $7,775-31.4% |