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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 | $36,317 | $85,766-57.7% | $136,298-73.4% | $70,126-48.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 6.50% | 31.46%-25.0pp | 5156.27%-5149.8pp | 73.15%-66.6pp |
| Employer contribution / active EE | $10,436 | $2,966+251.9% | $4,696+122.3% | $2,343+345.5% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $678 | $5,421-87.5% | $9,244-92.7% | $4,645-85.4% |