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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 | $44,462 | $69,515-36.0% | $86,868-48.8% | $85,856-48.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 9.36% | 20.12%-10.8pp | 63.53%-54.2pp | 318.58%-309.2pp |
| Employer contribution / active EE | $7,207 | $1,880+283.2% | $2,496+188.8% | $2,565+180.9% |
| Participant deferral / active EE | $8,990 | $2,919+208.0% | $3,699+143.0% | $3,952+127.5% |
| Admin fee / account holder | $1,431 | $5,972-76.0% | $5,829-75.5% | $6,261-77.1% |