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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 | $37,638 | $79,449-52.6% | $189,575-80.1% | $85,847-56.2% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 8.89% | 18.45%-9.6pp | 64.19%-55.3pp | 318.61%-309.7pp |
| Employer contribution / active EE | $882 | $2,081-57.6% | $4,412-80.0% | $2,565-65.6% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,290 | $5,377-1.6% | $9,806-46.1% | $6,261-15.5% |