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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 | $51,642-15.8% | $129,384-66.4% | $80,935-46.3% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 10.67% | 20.78%-10.1pp | 9461.77%-9451.1pp | 35.66%-25.0pp |
| Employer contribution / active EE | $6,115 | $1,583+286.3% | $4,153+47.2% | $2,757+121.8% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,166-100.0% | $4,299-100.0% |
| Admin fee / account holder | $555 | $4,312-87.1% | $7,686-92.8% | $6,924-92.0% |