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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 | $17,501 | $53,841-67.5% | $75,731-76.9% | $85,851-79.6% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 12.27% | 24.54%-12.3pp | 104.65%-92.4pp | 318.63%-306.4pp |
| Employer contribution / active EE | $1,335 | $2,017-33.8% | $2,743-51.3% | $2,565-48.0% |
| Participant deferral / active EE | $2,205 | $2,895-23.8% | $3,820-42.3% | $3,952-44.2% |
| Admin fee / account holder | $633 | $3,340-81.1% | $3,620-82.5% | $6,261-89.9% |