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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 | $49,189 | $51,184-3.9% | $66,439-26.0% | $86,983-43.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 6.37% | 17.07%-10.7pp | 757.66%-751.3pp | 25.83%-19.5pp |
| Employer contribution / active EE | $1,917 | $2,023-5.2% | $2,637-27.3% | $2,584-25.8% |
| Participant deferral / active EE | $2,453 | $2,927-16.2% | $3,876-36.7% | $4,194-41.5% |
| Admin fee / account holder | $1,680 | $4,154-59.5% | $6,173-72.8% | $7,856-78.6% |