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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 | $28,290 | $96,491-70.7% | $75,894-62.7% | $152,885-81.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 7.49% | 33.98%-26.5pp | 30.76%-23.3pp | 345.39%-337.9pp |
| Employer contribution / active EE | $3,846 | $3,310+16.2% | $2,501+53.8% | $4,763-19.3% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,282 | $8,079-34.6% | $5,420-2.5% | $11,598-54.5% |