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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 | $37,487 | $53,837-30.4% | $75,714-50.5% | $85,847-56.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 12.26% | 24.54%-12.3pp | 104.62%-92.4pp | 318.61%-306.4pp |
| Employer contribution / active EE | $689 | $2,017-65.9% | $2,744-74.9% | $2,565-73.2% |
| Participant deferral / active EE | $3,626 | $2,895+25.2% | $3,820-5.1% | $3,952-8.3% |
| Admin fee / account holder | $5,902 | $3,339+76.7% | $3,619+63.1% | $6,261-5.7% |