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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 | $47,215 | $93,617-49.6% | $135,982-65.3% | $75,177-37.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.72% | 30.89%-16.2pp | 68.32%-53.6pp | 160.75%-146.0pp |
| Employer contribution / active EE | $5,882 | $3,538+66.3% | $4,859+21.1% | $2,671+120.2% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,581 | $6,980-77.3% | $10,767-85.3% | $5,651-72.0% |