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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 | $27,413 | $69,248-60.4% | $64,101-57.2% | $139,466-80.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.40% | 45.95%-38.6pp | 33.72%-26.3pp | 373.66%-366.3pp |
| Employer contribution / active EE | $5,241 | $3,185+64.5% | $2,749+90.7% | $4,754+10.2% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $27,083 | $4,247+537.6% | $3,070+782.1% | $11,409+137.4% |