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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 | $44,860 | $51,604-13.1% | $129,295-65.3% | $80,874-44.5% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 8.05% | 20.76%-12.7pp | 9429.28%-9421.2pp | 35.62%-27.6pp |
| Employer contribution / active EE | $7,594 | $1,585+379.3% | $4,157+82.7% | $2,756+175.6% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,169-100.0% | $4,297-100.0% |
| Admin fee / account holder | $537 | $4,310-87.5% | $7,665-93.0% | $6,935-92.3% |