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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 | $33,338 | $53,128-37.3% | $86,581-61.5% | $70,124-52.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 11.52% | 27.66%-16.1pp | 965.06%-953.5pp | 73.14%-61.6pp |
| Employer contribution / active EE | $2,877 | $2,068+39.1% | $2,840+1.3% | $2,342+22.8% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,314 | $3,584-35.4% | $4,904-52.8% | $4,645-50.2% |