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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 | $53,713 | $70,418-23.7% | $96,570-44.4% | $85,847-37.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 8.18% | 18.59%-10.4pp | 37.79%-29.6pp | 318.61%-310.4pp |
| Employer contribution / active EE | $4,806 | $1,413+240.0% | $2,357+103.9% | $2,565+87.3% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $376 | $4,995-92.5% | $6,182-93.9% | $6,261-94.0% |