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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 | $47,479-57.0% | $62,929-67.5% | $82,448-75.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 9.92% | 20.34%-10.4pp | 1063.93%-1054.0pp | 41.64%-31.7pp |
| Employer contribution / active EE | $1,323 | $1,885-29.8% | $2,505-47.2% | $2,551-48.1% |
| Participant deferral / active EE | $1,540 | $2,870-46.3% | $3,888-60.4% | $4,139-62.8% |
| Admin fee / account holder | $1,212 | $3,804-68.1% | $5,065-76.1% | $7,234-83.2% |