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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 | $23,727 | $49,249-51.8% | $70,476-66.3% | $79,852-70.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 4.47% | 30.09%-25.6pp | 109.12%-104.7pp | 31.72%-27.3pp |
| Employer contribution / active EE | $7,065 | $2,100+236.4% | $2,738+158.0% | $2,471+185.9% |
| Participant deferral / active EE | $3,119 | $2,769+12.7% | $3,710-15.9% | $3,740-16.6% |
| Admin fee / account holder | $18,745 | $2,878+551.3% | $3,847+387.3% | $5,306+253.3% |