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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 | $44,632 | $73,978-39.7% | $96,515-53.8% | $75,173-40.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 3.65% | 26.72%-23.1pp | 35.73%-32.1pp | 160.72%-157.1pp |
| Employer contribution / active EE | $2,556 | $2,931-12.8% | $3,740-31.7% | $2,671-4.3% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,259 | $5,219-75.9% | $6,735-81.3% | $5,651-77.7% |