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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 | $25,208 | $58,099-56.6% | $76,872-67.2% | $75,173-66.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 5.63% | 26.71%-21.1pp | 37.90%-32.3pp | 160.72%-155.1pp |
| Employer contribution / active EE | $3,704 | $1,996+85.6% | $2,533+46.2% | $2,671+38.7% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,832-100.0% | $4,126-100.0% |
| Admin fee / account holder | $50,713 | $4,778+961.4% | $5,476+826.1% | $5,651+797.5% |