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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 | $34,934 | $104,709-66.6% | $85,705-59.2% | $167,553-79.2% |
| Participation rate | 90.9% | 76.4%+14.5pp | 69.9%+21.0pp | 82.1%+8.8pp |
| Annual return | 0.89% | 21.45%-20.6pp | 21.49%-20.6pp | 478.89%-478.0pp |
| Employer contribution / active EE | $3,472 | $3,338+4.0% | $2,619+32.6% | $4,840-28.3% |
| Participant deferral / active EE | $0 | $4,827-100.0% | $3,924-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,250 | $10,036-87.5% | $6,877-81.8% | $12,316-89.9% |