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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 | $24,891 | $77,449-67.9% | $69,483-64.2% | $152,909-83.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 5.25% | 39.09%-33.8pp | 28.99%-23.7pp | 345.46%-340.2pp |
| Employer contribution / active EE | $2,933 | $3,316-11.5% | $2,780+5.5% | $4,764-38.4% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,414 | $6,210-77.2% | $3,841-63.2% | $11,601-87.8% |