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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 | $44,778 | $70,430-36.4% | $96,572-53.6% | $85,851-47.8% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 7.25% | 18.58%-11.3pp | 37.79%-30.5pp | 318.63%-311.4pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,608 | $2,894+59.2% | $3,850+19.7% | $3,952+16.6% |
| Admin fee / account holder | $11,680 | $4,996+133.8% | $6,183+88.9% | $6,261+86.6% |