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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 | $61,789-39.8% | $97,167-61.7% | $80,874-54.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 3.78% | -557.90%+561.7pp | 75.27%-71.5pp | 35.62%-31.8pp |
| Employer contribution / active EE | $735 | $1,837-60.0% | $2,729-73.1% | $2,756-73.3% |
| Participant deferral / active EE | $0 | $3,028-100.0% | $4,264-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,382 | $5,168-34.6% | $5,650-40.1% | $6,935-51.2% |