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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 | $41,259 | $124,330-66.8% | $109,173-62.2% | $167,536-75.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.93% | 26.04%-17.1pp | 25.75%-16.8pp | 478.82%-469.9pp |
| Employer contribution / active EE | $1,750 | $4,209-58.4% | $3,723-53.0% | $4,839-63.8% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,918 | $7,974-75.9% | $6,755-71.6% | $12,315-84.4% |