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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 | $60,368 | $106,267-43.2% | $96,520-37.5% | $139,456-56.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.44% | 38.45%-30.0pp | 35.72%-27.3pp | 373.45%-365.0pp |
| Employer contribution / active EE | $1,250 | $4,105-69.5% | $3,739-66.6% | $4,753-73.7% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $29,659 | $7,882+276.3% | $6,733+340.5% | $11,407+160.0% |