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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 | $41,412 | $50,554-18.1% | $67,681-38.8% | $87,485-52.7% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 10.57% | 17.81%-7.2pp | 590.58%-580.0pp | 26.06%-15.5pp |
| Employer contribution / active EE | $3,681 | $1,988+85.1% | $2,678+37.5% | $2,596+41.8% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,814 | $4,132-31.9% | $6,100-53.9% | $7,775-63.8% |