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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 | $20,271 | $77,908-74.0% | $149,696-86.5% | $75,173-73.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 5.37% | 31.73%-26.4pp | 134.46%-129.1pp | 160.72%-155.3pp |
| Employer contribution / active EE | $1,049 | $3,138-66.6% | $4,821-78.2% | $2,671-60.7% |
| Participant deferral / active EE | $1,406 | $3,411-58.8% | $5,682-75.3% | $4,126-65.9% |
| Admin fee / account holder | $1,723 | $5,950-71.0% | $13,212-87.0% | $5,651-69.5% |