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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 | $35,287 | $91,179-61.3% | $178,499-80.2% | $79,852-55.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 4.20% | 24.19%-20.0pp | 151.10%-146.9pp | 31.72%-27.5pp |
| Employer contribution / active EE | $1,673 | $3,256-48.6% | $5,011-66.6% | $2,471-32.3% |
| Participant deferral / active EE | $5,311 | $3,236+64.1% | $5,202+2.1% | $3,740+42.0% |
| Admin fee / account holder | $763 | $6,749-88.7% | $13,986-94.5% | $5,306-85.6% |