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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 | $50,136 | $80,992-38.1% | $96,534-48.1% | $75,173-33.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 0.82% | 27.05%-26.2pp | 25.88%-25.1pp | 160.72%-159.9pp |
| Employer contribution / active EE | $2,137 | $2,283-6.4% | $2,965-27.9% | $2,671-20.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,564 | $6,717-46.9% | $8,253-56.8% | $5,651-36.9% |