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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 | $48,612 | $77,814-37.5% | $158,223-69.3% | $86,983-44.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 9.43% | 30.54%-21.1pp | 52.09%-42.7pp | 25.83%-16.4pp |
| Employer contribution / active EE | $1,998 | $2,592-22.9% | $4,109-51.4% | $2,584-22.7% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $565 | $5,879-90.4% | $16,047-96.5% | $7,856-92.8% |