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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 | $31,604 | $85,766-63.2% | $136,298-76.8% | $70,126-54.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 10.04% | 31.46%-21.4pp | 5156.27%-5146.2pp | 73.15%-63.1pp |
| Employer contribution / active EE | $5,442 | $2,966+83.5% | $4,696+15.9% | $2,343+132.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,176 | $5,421-59.9% | $9,244-76.5% | $4,645-53.2% |