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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 | $58,471 | $101,618-42.5% | $93,063-37.2% | $137,256-57.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 7.41% | 223.95%-216.5pp | 34.15%-26.7pp | 220.34%-212.9pp |
| Employer contribution / active EE | $2,500 | $2,707-7.7% | $2,476+1.0% | $4,156-39.8% |
| Participant deferral / active EE | $2,500 | $4,279-41.6% | $3,958-36.8% | $6,407-61.0% |
| Admin fee / account holder | $41,297 | $6,198+566.2% | $6,033+584.5% | $12,270+236.6% |