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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 | $37,909 | $45,050-15.9% | $63,018-39.8% | $70,126-45.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.22% | 18.76%-8.5pp | 87.62%-77.4pp | 73.15%-62.9pp |
| Employer contribution / active EE | $5,158 | $2,052+151.4% | $2,761+86.8% | $2,343+120.2% |
| Participant deferral / active EE | $6,337 | $2,466+157.0% | $3,330+90.3% | $3,332+90.2% |
| Admin fee / account holder | $1,991 | $2,834-29.8% | $3,601-44.7% | $4,645-57.2% |