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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 | $47,697 | $90,486-47.3% | $78,676-39.4% | $273,972-82.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.30% | 75.62%-74.3pp | 62.19%-60.9pp | 41.46%-40.2pp |
| Employer contribution / active EE | $375 | $3,175-88.2% | $2,850-86.8% | $4,869-92.3% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,947 | $5,263-63.0% | $4,510-56.8% | $10,133-80.8% |