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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 | $28,340 | $103,008-72.5% | $90,304-68.6% | $152,897-81.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 3.52% | 95.22%-91.7pp | 78.13%-74.6pp | 345.43%-341.9pp |
| Employer contribution / active EE | $899 | $3,139-71.3% | $2,855-68.5% | $4,764-81.1% |
| Participant deferral / active EE | $5,139 | $4,281+20.0% | $3,885+32.3% | $5,851-12.2% |
| Admin fee / account holder | $11,370 | $6,175+84.1% | $5,354+112.4% | $11,599-2.0% |