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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 | $33,150 | $91,037-63.6% | $71,671-53.7% | $147,586-77.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 8.16% | 20.48%-12.3pp | 20.65%-12.5pp | 578.59%-570.4pp |
| Employer contribution / active EE | $2,941 | $3,327-11.6% | $2,460+19.6% | $4,876-39.7% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $543 | $8,613-93.7% | $5,558-90.2% | $10,886-95.0% |