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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 | $43,469 | $51,606-15.8% | $129,339-66.4% | $80,911-46.3% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 10.67% | 20.76%-10.1pp | 9437.05%-9426.4pp | 35.63%-25.0pp |
| Employer contribution / active EE | $6,115 | $1,582+286.5% | $4,154+47.2% | $2,756+121.9% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $4,170-100.0% | $4,297-100.0% |
| Admin fee / account holder | $555 | $4,310-87.1% | $7,668-92.8% | $6,935-92.0% |