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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 | $48,011-17.0% | $63,803-37.6% | $82,637-51.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 8.70% | 19.84%-11.1pp | 543.72%-535.0pp | 53.51%-44.8pp |
| Employer contribution / active EE | $1,427 | $1,904-25.0% | $2,532-43.6% | $2,552-44.1% |
| Participant deferral / active EE | $1,767 | $2,846-37.9% | $3,843-54.0% | $4,126-57.2% |
| Admin fee / account holder | $2,456 | $3,873-36.6% | $5,196-52.7% | $7,339-66.5% |