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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 | $20,432 | $55,457-63.2% | $77,361-73.6% | $94,015-78.3% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 9.92% | 15.57%-5.6pp | 1011.54%-1001.6pp | 17.84%-7.9pp |
| Employer contribution / active EE | $1,323 | $2,255-41.3% | $2,990-55.8% | $2,790-52.6% |
| Participant deferral / active EE | $1,540 | $3,069-49.8% | $3,911-60.6% | $4,249-63.7% |
| Admin fee / account holder | $1,212 | $4,334-72.0% | $5,894-79.4% | $8,951-86.5% |