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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 | $34,328 | $47,479-27.7% | $62,929-45.4% | $82,448-58.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 3.55% | 20.34%-16.8pp | 1063.93%-1060.4pp | 41.64%-38.1pp |
| Employer contribution / active EE | $978 | $1,885-48.2% | $2,505-61.0% | $2,551-61.7% |
| Participant deferral / active EE | $978 | $2,870-65.9% | $3,888-74.9% | $4,139-76.4% |
| Admin fee / account holder | $4,084 | $3,804+7.4% | $5,065-19.4% | $7,234-43.6% |