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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 | $48,093 | $49,897-3.6% | $80,648-40.4% | $75,177-36.0% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 8.97% | 34.68%-25.7pp | 937.21%-928.2pp | 160.75%-151.8pp |
| Employer contribution / active EE | $1,745 | $1,699+2.7% | $2,724-35.9% | $2,671-34.7% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,555 | $3,579-28.6% | $5,382-52.5% | $5,651-54.8% |