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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 | $64,548 | $85,766-24.7% | $136,298-52.6% | $70,126-8.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.62% | 31.46%-17.8pp | 5156.27%-5142.7pp | 73.15%-59.5pp |
| Employer contribution / active EE | $4,546 | $2,966+53.3% | $4,696-3.2% | $2,343+94.1% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,618 | $5,421-70.2% | $9,244-82.5% | $4,645-65.2% |