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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 | $67,695 | $101,950-33.6% | $125,529-46.1% | $86,983-22.2% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | 6.98% | 18.29%-11.3pp | 202.56%-195.6pp | 25.83%-18.9pp |
| Employer contribution / active EE | $5,027 | $2,358+113.2% | $3,058+64.4% | $2,584+94.5% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $4,813-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,565 | $12,791-79.9% | $16,298-84.3% | $7,856-67.4% |