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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 | $24,849 | $96,524-74.3% | $75,900-67.3% | $152,909-83.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 0.41% | 33.93%-33.5pp | 30.73%-30.3pp | 345.46%-345.1pp |
| Employer contribution / active EE | $3,148 | $3,311-4.9% | $2,501+25.9% | $4,764-33.9% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,604-100.0% | $5,851-100.0% |
| Admin fee / account holder | $395 | $8,082-95.1% | $5,421-92.7% | $11,601-96.6% |