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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 | $39,830 | $47,479-16.1% | $62,929-36.7% | $82,448-51.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 8.70% | 20.34%-11.6pp | 1063.93%-1055.2pp | 41.64%-32.9pp |
| Employer contribution / active EE | $1,427 | $1,885-24.3% | $2,505-43.0% | $2,551-44.1% |
| Participant deferral / active EE | $1,767 | $2,870-38.5% | $3,888-54.6% | $4,139-57.3% |
| Admin fee / account holder | $2,456 | $3,804-35.4% | $5,065-51.5% | $7,234-66.1% |