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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 | $22,259 | $73,978-69.9% | $96,515-76.9% | $75,173-70.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 10.20% | 26.72%-16.5pp | 35.73%-25.5pp | 160.72%-150.5pp |
| Employer contribution / active EE | $1,336 | $2,931-54.4% | $3,740-64.3% | $2,671-50.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,832 | $5,219-64.9% | $6,735-72.8% | $5,651-67.6% |