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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 | $48,428 | $88,996-45.6% | $78,004-37.9% | $138,895-65.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 7.52% | 28.03%-20.5pp | 31.07%-23.6pp | 145.39%-137.9pp |
| Employer contribution / active EE | $4,000 | $2,917+37.1% | $2,469+62.0% | $4,194-4.6% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $4,092-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,682 | $8,807-80.9% | $7,578-77.8% | $12,562-86.6% |