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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 | $82,707 | $100,041-17.3% | $149,718-44.8% | $70,131+17.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 3.21% | 27.43%-24.2pp | 1501.67%-1498.5pp | 73.14%-69.9pp |
| Employer contribution / active EE | $2,690 | $3,662-26.5% | $5,445-50.6% | $2,342+14.8% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,064 | $8,286-63.0% | $11,283-72.8% | $4,645-34.1% |