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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 | $38,767 | $85,171-54.5% | $172,753-77.6% | $72,976-46.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 12.29% | 27.32%-15.0pp | 803.00%-790.7pp | 81.02%-68.7pp |
| Employer contribution / active EE | $5,382 | $3,324+61.9% | $5,144+4.6% | $2,440+120.6% |
| Participant deferral / active EE | $1,899 | $3,260-41.8% | $5,198-63.5% | $3,608-47.4% |
| Admin fee / account holder | $12,535 | $5,880+113.2% | $13,956-10.2% | $5,124+144.6% |