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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 | $49,086 | $50,637-3.1% | $86,582-43.3% | $62,293-21.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 7.29% | 20.80%-13.5pp | 965.08%-957.8pp | 28.90%-21.6pp |
| Employer contribution / active EE | $4,369 | $2,075+110.5% | $2,839+53.9% | $2,042+113.9% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $829 | $413+100.6% | $4,904-83.1% | $479+72.9% |