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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 | $54,031 | $48,284+11.9% | $67,524-20.0% | $80,911-33.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 10.36% | 18.27%-7.9pp | 3519.41%-3509.1pp | 35.63%-25.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,908 | $2,927+67.7% | $4,001+22.7% | $4,297+14.2% |
| Admin fee / account holder | $3,492 | $3,688-5.3% | $4,001-12.7% | $6,935-49.6% |