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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 | $43,962 | $65,367-32.7% | $92,915-52.7% | $72,976-39.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 11.38% | 42.11%-30.7pp | 109.45%-98.1pp | 81.02%-69.6pp |
| Employer contribution / active EE | $2,412 | $2,594-7.0% | $3,653-34.0% | $2,440-1.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,526 | $4,251-64.1% | $5,796-73.7% | $5,124-70.2% |