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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 | $48,428 | $85,766-43.5% | $136,298-64.5% | $70,126-30.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 7.35% | 31.46%-24.1pp | 5156.27%-5148.9pp | 73.15%-65.8pp |
| Employer contribution / active EE | $543 | $2,966-81.7% | $4,696-88.4% | $2,343-76.8% |
| Participant deferral / active EE | $3,364 | $5,051-33.4% | $6,247-46.1% | $3,332+1.0% |
| Admin fee / account holder | $600 | $5,421-88.9% | $9,244-93.5% | $4,645-87.1% |