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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 | $52,257 | $80,748-35.3% | $102,383-49.0% | $74,429-29.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 11.17% | 27.57%-16.4pp | 24.94%-13.8pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $4,754 | $3,159+50.5% | $3,870+22.8% | $2,625+81.1% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $2,744 | $2,371+15.8% | $8,391-67.3% | $1,944+41.1% |