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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 | $56,116-23.4% | $135,768-68.3% | $86,983-50.6% |
| Participation rate | 100.0% | 60.1%+39.9pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 10.23% | 125.33%-115.1pp | 526.10%-515.9pp | 25.83%-15.6pp |
| Employer contribution / active EE | $3,519 | $1,528+130.3% | $3,394+3.7% | $2,584+36.2% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,977-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,981 | $4,314-54.1% | $7,048-71.9% | $7,856-74.8% |