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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 | $54,346 | $83,369-34.8% | $105,223-48.4% | $67,986-20.1% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 11.18% | 24.64%-13.5pp | 180.65%-169.5pp | 31.67%-20.5pp |
| Employer contribution / active EE | $4,172 | $2,541+64.2% | $3,689+13.1% | $2,019+106.7% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $3,935 | $4,073-3.4% | $8,859-55.6% | $3,203+22.8% |