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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 | $39,992 | $89,370-55.3% | $141,197-71.7% | $72,976-45.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 14.59% | 111.88%-97.3pp | 71.41%-56.8pp | 81.02%-66.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,552 | $5,419+2.5% | $6,710-17.3% | $3,608+53.9% |
| Admin fee / account holder | $8,024 | $5,957+34.7% | $10,265-21.8% | $5,124+56.6% |