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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 | $42,646 | $73,107-41.7% | $114,563-62.8% | $87,485-51.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.9%+27.1pp | 68.9%+31.1pp |
| Annual return | 10.71% | 19.47%-8.8pp | 241.09%-230.4pp | 26.06%-15.4pp |
| Employer contribution / active EE | $1,299 | $1,881-31.0% | $2,592-49.9% | $2,596-50.0% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,142-100.0% | $4,274-100.0% |
| Admin fee / account holder | $9,037 | $5,770+56.6% | $7,623+18.5% | $7,775+16.2% |