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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 | $48,677 | $69,977-30.4% | $108,582-55.2% | $62,881-22.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 1.37% | 10.73%-9.4pp | -51.70%+53.1pp | 20.14%-18.8pp |
| Employer contribution / active EE | $2,238 | $2,135+4.8% | $3,758-40.5% | $2,281-1.9% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,032 | $5,076-79.7% | $7,645-86.5% | $4,296-76.0% |