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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 | $47,655 | $29,736+60.3% | $56,033-15.0% | $80,935-41.1% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 7.48% | 35.28%-27.8pp | 1711.38%-1703.9pp | 35.66%-28.2pp |
| Employer contribution / active EE | $909 | $671+35.4% | $1,041-12.7% | $2,757-67.0% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,102 | $2,434-13.6% | $2,827-25.6% | $6,924-69.6% |