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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 | $33,303 | $116,203-71.3% | $93,621-64.4% | $152,909-78.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 1.43% | 35.96%-34.5pp | 32.76%-31.3pp | 345.46%-344.0pp |
| Employer contribution / active EE | $1,599 | $3,219-50.3% | $2,719-41.2% | $4,764-66.4% |
| Participant deferral / active EE | $1,959 | $4,605-57.5% | $4,070-51.9% | $5,851-66.5% |
| Admin fee / account holder | $1,656 | $10,751-84.6% | $7,890-79.0% | $11,601-85.7% |