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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 | $25,256 | $124,314-79.7% | $109,163-76.9% | $167,518-84.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 6.95% | 26.04%-19.1pp | 25.75%-18.8pp | 478.71%-471.8pp |
| Employer contribution / active EE | $1,401 | $4,209-66.7% | $3,723-62.4% | $4,838-71.0% |
| Participant deferral / active EE | $9,754 | $5,256+85.6% | $4,654+109.6% | $6,342+53.8% |
| Admin fee / account holder | $314,274 | $7,973+3841.9% | $6,754+4553.2% | $12,312+2452.5% |