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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 | $31,406 | $49,236-36.2% | $70,455-55.4% | $79,860-60.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 5.20% | 30.07%-24.9pp | 109.06%-103.9pp | 31.72%-26.5pp |
| Employer contribution / active EE | $3,542 | $2,100+68.7% | $2,737+29.4% | $2,471+43.3% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,550 | $2,877-46.1% | $3,845-59.7% | $5,306-70.8% |