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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 | $47,334 | $85,024-44.3% | $70,544-32.9% | $139,466-66.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 7.28% | 30.39%-23.1pp | 32.79%-25.5pp | 373.66%-366.4pp |
| Employer contribution / active EE | $2,000 | $3,912-48.9% | $2,976-32.8% | $4,754-57.9% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,712-100.0% |
| Admin fee / account holder | $41,583 | $8,928+365.7% | $6,427+547.0% | $11,409+264.5% |