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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 | $20,309 | $103,038-80.3% | $90,324-77.5% | $152,909-86.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 2.76% | 95.25%-92.5pp | 78.15%-75.4pp | 345.46%-342.7pp |
| Employer contribution / active EE | $2,532 | $3,141-19.4% | $2,856-11.3% | $4,764-46.8% |
| Participant deferral / active EE | $3,612 | $4,282-15.7% | $3,885-7.0% | $5,851-38.3% |
| Admin fee / account holder | $9,943 | $6,177+61.0% | $5,356+85.7% | $11,601-14.3% |