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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 | $21,776 | $69,274-68.6% | $64,097-66.0% | $139,487-84.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.52% | 46.00%-38.5pp | 33.75%-26.2pp | 373.84%-366.3pp |
| Employer contribution / active EE | $4,013 | $3,187+25.9% | $2,750+45.9% | $4,755-15.6% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,881-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,537 | $4,247-63.8% | $3,070-49.9% | $11,407-86.5% |