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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 | $53,524 | $91,179-41.3% | $178,499-70.0% | $79,852-33.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 5.67% | 24.19%-18.5pp | 151.10%-145.4pp | 31.72%-26.0pp |
| Employer contribution / active EE | $2,739 | $3,256-15.9% | $5,011-45.3% | $2,471+10.9% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,073 | $6,749-84.1% | $13,986-92.3% | $5,306-79.8% |