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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 | $39,720 | $75,807-47.6% | $116,096-65.8% | $86,983-54.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 11.82% | 18.57%-6.7pp | 326.25%-314.4pp | 25.83%-14.0pp |
| Employer contribution / active EE | $1,132 | $1,892-40.2% | $2,503-54.8% | $2,584-56.2% |
| Participant deferral / active EE | $0 | $3,212-100.0% | $3,952-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,545 | $6,659-76.8% | $7,704-79.9% | $7,856-80.3% |