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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 | $44,497 | $77,419-42.5% | $69,461-35.9% | $152,885-70.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 1.49% | 39.07%-37.6pp | 28.97%-27.5pp | 345.39%-343.9pp |
| Employer contribution / active EE | $5,023 | $3,315+51.5% | $2,779+80.7% | $4,763+5.5% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $737 | $6,207-88.1% | $3,840-80.8% | $11,598-93.6% |