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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 | $33,372 | $56,431-40.9% | $130,788-74.5% | $87,485-61.9% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 11.50% | 91.27%-79.8pp | 386.44%-374.9pp | 26.06%-14.6pp |
| Employer contribution / active EE | $2,435 | $1,549+57.2% | $3,558-31.6% | $2,596-6.2% |
| Participant deferral / active EE | $0 | $2,749-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $9,492 | $4,433+114.1% | $6,673+42.3% | $7,775+22.1% |