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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 | $38,494 | $58,726-34.5% | $142,898-73.1% | $85,847-55.2% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 8.13% | 27.73%-19.6pp | 5639.64%-5631.5pp | 318.61%-310.5pp |
| Employer contribution / active EE | $1,192 | $1,424-16.3% | $4,146-71.2% | $2,565-53.5% |
| Participant deferral / active EE | $1,192 | $2,609-54.3% | $3,838-68.9% | $3,952-69.8% |
| Admin fee / account holder | $1,122 | $4,234-73.5% | $6,560-82.9% | $6,261-82.1% |