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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 | $50,495 | $65,704-23.1% | $94,229-46.4% | $59,633-15.3% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -2.95% | 5.22%-8.2pp | 10.68%-13.6pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $1,172 | $2,021-42.0% | $3,587-67.3% | $2,203-46.8% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,390 | $4,265+2.9% | $6,269-30.0% | $4,297+2.2% |