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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 | $28,417 | $60,139-52.7% | $90,461-68.6% | $79,856-64.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 8.12% | 71.96%-63.8pp | 1294.76%-1286.6pp | 31.71%-23.6pp |
| Employer contribution / active EE | $655 | $2,069-68.3% | $3,264-79.9% | $2,471-73.5% |
| Participant deferral / active EE | $2,028 | $2,939-31.0% | $3,964-48.9% | $3,741-45.8% |
| Admin fee / account holder | $1,195 | $3,978-70.0% | $5,617-78.7% | $5,306-77.5% |