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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 | $34,632 | $93,345-62.9% | $119,126-70.9% | $87,485-60.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 7.61% | 19.08%-11.5pp | 282.11%-274.5pp | 26.06%-18.4pp |
| Employer contribution / active EE | $5,558 | $3,172+75.3% | $4,034+37.8% | $2,596+114.1% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,614 | $8,039-55.0% | $10,693-66.2% | $7,775-53.5% |