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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 | $23,513 | $93,589-74.9% | $135,942-82.7% | $75,181-68.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 6.84% | 30.90%-24.1pp | 68.28%-61.4pp | 160.69%-153.8pp |
| Employer contribution / active EE | $1,615 | $3,537-54.3% | $4,858-66.7% | $2,671-39.5% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,481 | $6,977-50.1% | $10,764-67.7% | $5,650-38.4% |