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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 | $42,226 | $58,311-27.6% | $81,882-48.4% | $80,959-47.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 9.93% | 41.85%-31.9pp | 779.47%-769.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $6,962 | $2,347+196.7% | $2,916+138.7% | $2,757+152.5% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,611 | $4,752+60.2% | $7,360+3.4% | $6,925+9.9% |