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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 | $28,831 | $141,004-79.6% | $112,273-74.3% | $139,466-79.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.94% | 32.75%-25.8pp | 30.23%-23.3pp | 373.66%-366.7pp |
| Employer contribution / active EE | $2,000 | $4,285-53.3% | $3,431-41.7% | $4,754-57.9% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $672 | $9,959-93.3% | $7,752-91.3% | $11,409-94.1% |