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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 | $36,041 | $69,252-48.0% | $64,099-43.8% | $139,456-74.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.48% | 45.89%-36.4pp | 33.70%-24.2pp | 373.45%-364.0pp |
| Employer contribution / active EE | $6,047 | $3,184+89.9% | $2,748+120.0% | $4,753+27.2% |
| Participant deferral / active EE | $6,047 | $4,683+29.1% | $3,881+55.8% | $6,711-9.9% |
| Admin fee / account holder | $1,879 | $4,248-55.8% | $3,070-38.8% | $11,407-83.5% |