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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 | $26,183 | $60,139-56.5% | $90,461-71.1% | $79,856-67.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 9.59% | 71.96%-62.4pp | 1294.76%-1285.2pp | 31.71%-22.1pp |
| Employer contribution / active EE | $1,338 | $2,069-35.3% | $3,264-59.0% | $2,471-45.8% |
| Participant deferral / active EE | $2,520 | $2,939-14.2% | $3,964-36.4% | $3,741-32.6% |
| Admin fee / account holder | $3,724 | $3,978-6.4% | $5,617-33.7% | $5,306-29.8% |