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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 | $42,992 | $53,063-19.0% | $124,206-65.4% | $82,637-48.0% |
| Participation rate | 100.0% | 58.4%+41.6pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 10.23% | 68.87%-58.6pp | 515.27%-505.0pp | 53.51%-43.3pp |
| Employer contribution / active EE | $3,519 | $1,530+129.9% | $3,540-0.6% | $2,552+37.9% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,968-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,981 | $4,281-53.7% | $5,929-66.6% | $7,339-73.0% |