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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 | $50,554-59.6% | $67,681-69.8% | $87,485-76.6% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 9.92% | 17.81%-7.9pp | 590.58%-580.7pp | 26.06%-16.1pp |
| Employer contribution / active EE | $1,323 | $1,988-33.5% | $2,678-50.6% | $2,596-49.0% |
| Participant deferral / active EE | $1,540 | $2,961-48.0% | $3,976-61.3% | $4,274-64.0% |
| Admin fee / account holder | $1,212 | $4,132-70.7% | $6,100-80.1% | $7,775-84.4% |