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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 | $27,903 | $29,319-4.8% | $52,425-46.8% | $82,448-66.2% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 13.78% | 535.20%-521.4pp | 302.12%-288.3pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,142 | $586+94.7% | $914+24.9% | $2,551-55.2% |
| Participant deferral / active EE | $3,577 | $1,171+205.4% | $1,790+99.8% | $4,139-13.6% |
| Admin fee / account holder | $1,240 | $1,962-36.8% | $2,495-50.3% | $7,234-82.9% |