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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 | $32,503 | $93,345-65.2% | $119,126-72.7% | $87,485-62.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 8.15% | 19.08%-10.9pp | 282.11%-274.0pp | 26.06%-17.9pp |
| Employer contribution / active EE | $1,442 | $3,172-54.5% | $4,034-64.2% | $2,596-44.4% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,839 | $8,039-39.8% | $10,693-54.7% | $7,775-37.8% |