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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 | $28,845 | $48,011-39.9% | $63,803-54.8% | $82,637-65.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 8.67% | 19.84%-11.2pp | 543.72%-535.1pp | 53.51%-44.8pp |
| Employer contribution / active EE | $2,911 | $1,904+52.9% | $2,532+15.0% | $2,552+14.1% |
| Participant deferral / active EE | $0 | $2,846-100.0% | $3,843-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,631 | $3,873+45.4% | $5,196+8.4% | $7,339-23.3% |