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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 | $29,997 | $48,314-37.9% | $67,561-55.6% | $80,925-62.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 9.80% | 18.28%-8.5pp | 3525.44%-3515.6pp | 35.65%-25.8pp |
| Employer contribution / active EE | $1,401 | $2,022-30.7% | $2,735-48.8% | $2,756-49.2% |
| Participant deferral / active EE | $2,185 | $2,927-25.3% | $4,003-45.4% | $4,299-49.2% |
| Admin fee / account holder | $5,280 | $3,690+43.1% | $4,006+31.8% | $6,940-23.9% |