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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 | $29,716+60.4% | $56,077-15.0% | $80,925-41.1% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 7.48% | 35.30%-27.8pp | 1709.28%-1701.8pp | 35.65%-28.2pp |
| Employer contribution / active EE | $909 | $671+35.5% | $1,040-12.6% | $2,756-67.0% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,102 | $2,432-13.6% | $2,825-25.6% | $6,940-69.7% |