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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 | $32,127 | $51,184-37.2% | $66,439-51.6% | $86,983-63.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 5.34% | 17.07%-11.7pp | 757.66%-752.3pp | 25.83%-20.5pp |
| Employer contribution / active EE | $527 | $2,023-73.9% | $2,637-80.0% | $2,584-79.6% |
| Participant deferral / active EE | $3,696 | $2,927+26.2% | $3,876-4.7% | $4,194-11.9% |
| Admin fee / account holder | $5,448 | $4,154+31.1% | $6,173-11.7% | $7,856-30.6% |