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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 | $36,858 | $102,663-64.1% | $86,216-57.2% | $139,466-73.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 7.14% | 1924.52%-1917.4pp | 1169.42%-1162.3pp | 373.66%-366.5pp |
| Employer contribution / active EE | $2,727 | $3,035-10.1% | $2,382+14.5% | $4,754-42.6% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,463 | $8,663-36.9% | $6,853-20.3% | $11,409-52.1% |