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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 | $34,645 | $57,590-39.8% | $86,233-59.8% | $82,448-58.0% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 11.50% | 22.41%-10.9pp | 61.39%-49.9pp | 41.64%-30.1pp |
| Employer contribution / active EE | $4,000 | $1,655+141.6% | $2,504+59.7% | $2,551+56.8% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,176 | $4,730-75.1% | $8,342-85.9% | $7,234-83.7% |