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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 | $61,055 | $86,298-29.3% | $111,308-45.1% | $85,847-28.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 2.66% | 19.99%-17.3pp | 54.67%-52.0pp | 318.61%-315.9pp |
| Employer contribution / active EE | $2,551 | $2,044+24.8% | $2,732-6.6% | $2,565-0.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,166 | $8,189-36.9% | $7,965-35.1% | $6,261-17.5% |