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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 | $52,353-36.3% | $120,225-72.2% | $82,448-59.5% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 11.50% | 61.85%-50.3pp | 439.23%-427.7pp | 41.64%-30.1pp |
| Employer contribution / active EE | $2,435 | $1,510+61.2% | $3,475-29.9% | $2,551-4.6% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,492 | $4,363+117.6% | $5,696+66.6% | $7,234+31.2% |