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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 | $42,348 | $48,011-11.8% | $63,803-33.6% | $82,637-48.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 6.55% | 19.84%-13.3pp | 543.72%-537.2pp | 53.51%-47.0pp |
| Employer contribution / active EE | $2,561 | $1,904+34.6% | $2,532+1.1% | $2,552+0.4% |
| Participant deferral / active EE | $0 | $2,846-100.0% | $3,843-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,473 | $3,873-10.3% | $5,196-33.2% | $7,339-52.7% |