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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 | $35,209 | $48,284-27.1% | $67,524-47.9% | $80,911-56.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 3.61% | 18.27%-14.7pp | 3519.41%-3515.8pp | 35.63%-32.0pp |
| Employer contribution / active EE | $1,004 | $2,021-50.3% | $2,734-63.3% | $2,756-63.6% |
| Participant deferral / active EE | $1,004 | $2,927-65.7% | $4,001-74.9% | $4,297-76.6% |
| Admin fee / account holder | $488 | $3,688-86.8% | $4,001-87.8% | $6,935-93.0% |