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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 | $53,868 | $56,134-4.0% | $96,171-44.0% | $85,847-37.3% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 8.24% | 42.30%-34.1pp | 192.04%-183.8pp | 318.61%-310.4pp |
| Employer contribution / active EE | $2,605 | $1,620+60.8% | $2,799-6.9% | $2,565+1.6% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,350-100.0% | $3,952-100.0% |
| Admin fee / account holder | $11,232 | $3,769+198.0% | $5,538+102.8% | $6,261+79.4% |