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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 | $20,290 | $108,882-81.4% | $96,754-79.0% | $154,746-86.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 4.44% | 98.39%-94.0pp | 82.04%-77.6pp | 172.34%-167.9pp |
| Employer contribution / active EE | $1,307 | $3,018-56.7% | $2,679-51.2% | $4,379-70.2% |
| Participant deferral / active EE | $7,129 | $5,323+33.9% | $4,758+49.8% | $6,730+5.9% |
| Admin fee / account holder | $2,065 | $10,200-79.8% | $8,905-76.8% | $14,365-85.6% |