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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 | $65,883 | $85,766-23.2% | $136,298-51.7% | $70,126-6.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 8.69% | 31.46%-22.8pp | 5156.27%-5147.6pp | 73.15%-64.5pp |
| Employer contribution / active EE | $3,685 | $2,966+24.2% | $4,696-21.5% | $2,343+57.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,727 | $5,421-31.2% | $9,244-59.7% | $4,645-19.8% |