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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 | $37,185 | $61,787-39.8% | $97,197-61.7% | $80,925-54.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 3.78% | -558.16%+561.9pp | 75.47%-71.7pp | 35.65%-31.9pp |
| Employer contribution / active EE | $735 | $1,836-60.0% | $2,723-73.0% | $2,756-73.3% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,263-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,382 | $5,170-34.6% | $5,637-40.0% | $6,940-51.3% |