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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 | $18,568 | $65,566-71.7% | $86,235-78.5% | $75,177-75.3% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 9.47% | 46.07%-36.6pp | 1170.03%-1160.6pp | 160.75%-151.3pp |
| Employer contribution / active EE | $491 | $1,553-68.4% | $2,381-79.4% | $2,671-81.6% |
| Participant deferral / active EE | $2,563 | $3,023-15.2% | $3,987-35.7% | $4,126-37.9% |
| Admin fee / account holder | $1,576 | $5,470-71.2% | $6,856-77.0% | $5,651-72.1% |