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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 | $51,184-43.6% | $66,439-56.6% | $86,983-66.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 8.67% | 17.07%-8.4pp | 757.66%-749.0pp | 25.83%-17.2pp |
| Employer contribution / active EE | $2,911 | $2,023+43.9% | $2,637+10.4% | $2,584+12.7% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $3,876-100.0% | $4,194-100.0% |
| Admin fee / account holder | $5,631 | $4,154+35.5% | $6,173-8.8% | $7,856-28.3% |