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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 | $22,099 | $65,434-66.2% | $98,483-77.6% | $85,847-74.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 11.13% | 21.75%-10.6pp | 1494.38%-1483.3pp | 318.61%-307.5pp |
| Employer contribution / active EE | $1,764 | $2,169-18.7% | $2,961-40.4% | $2,565-31.2% |
| Participant deferral / active EE | $1,571 | $3,168-50.4% | $4,276-63.3% | $3,952-60.3% |
| Admin fee / account holder | $1,064 | $4,595-76.9% | $5,953-82.1% | $6,261-83.0% |