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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 | $28,479 | $52,279-45.5% | $89,414-68.1% | $79,852-64.3% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 10.28% | 22.16%-11.9pp | 245.50%-235.2pp | 31.72%-21.4pp |
| Employer contribution / active EE | $4,486 | $1,572+185.5% | $2,586+73.4% | $2,471+81.5% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $659 | $3,356-80.4% | $4,883-86.5% | $5,306-87.6% |