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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 | $53,676 | $45,041+19.2% | $63,003-14.8% | $70,131-23.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 8.90% | 18.76%-9.9pp | 87.59%-78.7pp | 73.14%-64.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,179 | $2,465-11.6% | $3,329-34.5% | $3,332-34.6% |
| Admin fee / account holder | $16,515 | $2,836+482.4% | $3,600+358.7% | $4,645+255.5% |