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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 | $30,292 | $45,050-32.8% | $63,018-51.9% | $70,126-56.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 9.55% | 18.76%-9.2pp | 87.62%-78.1pp | 73.15%-63.6pp |
| Employer contribution / active EE | $386 | $2,052-81.2% | $2,761-86.0% | $2,343-83.5% |
| Participant deferral / active EE | $1,327 | $2,466-46.2% | $3,330-60.1% | $3,332-60.2% |
| Admin fee / account holder | $1,866 | $2,834-34.2% | $3,601-48.2% | $4,645-59.8% |