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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 | $35,507 | $77,449-54.2% | $69,483-48.9% | $152,909-76.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 3.74% | 39.09%-35.4pp | 28.99%-25.2pp | 345.46%-341.7pp |
| Employer contribution / active EE | $6,004 | $3,316+81.1% | $2,780+116.0% | $4,764+26.0% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $409 | $6,210-93.4% | $3,841-89.4% | $11,601-96.5% |