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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 | $51,638-13.1% | $129,406-65.3% | $80,959-44.6% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 8.05% | 20.78%-12.7pp | 9468.18%-9460.1pp | 35.67%-27.6pp |
| Employer contribution / active EE | $7,594 | $1,584+379.6% | $4,155+82.8% | $2,757+175.4% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $537 | $4,313-87.6% | $7,689-93.0% | $6,925-92.2% |