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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 | $45,115 | $69,248-34.9% | $64,101-29.6% | $139,466-67.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.77% | 45.95%-36.2pp | 33.72%-24.0pp | 373.66%-363.9pp |
| Employer contribution / active EE | $6,617 | $3,185+107.8% | $2,749+140.8% | $4,754+39.2% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $33,738 | $4,247+694.3% | $3,070+998.9% | $11,409+195.7% |