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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 | $48,284-37.9% | $67,524-55.6% | $80,911-62.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 9.80% | 18.27%-8.5pp | 3519.41%-3509.6pp | 35.63%-25.8pp |
| Employer contribution / active EE | $1,401 | $2,021-30.7% | $2,734-48.7% | $2,756-49.2% |
| Participant deferral / active EE | $2,185 | $2,927-25.3% | $4,001-45.4% | $4,297-49.1% |
| Admin fee / account holder | $5,280 | $3,688+43.2% | $4,001+32.0% | $6,935-23.9% |