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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 | $16,957 | $103,038-83.5% | $90,324-81.2% | $152,909-88.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 3.39% | 95.25%-91.9pp | 78.15%-74.8pp | 345.46%-342.1pp |
| Employer contribution / active EE | $1,909 | $3,141-39.2% | $2,856-33.2% | $4,764-59.9% |
| Participant deferral / active EE | $2,308 | $4,282-46.1% | $3,885-40.6% | $5,851-60.6% |
| Admin fee / account holder | $7,437 | $6,177+20.4% | $5,356+38.9% | $11,601-35.9% |