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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 | $32,865 | $78,690-58.2% | $161,489-79.6% | $87,485-62.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 5.24% | 32.74%-27.5pp | 89.72%-84.5pp | 26.06%-20.8pp |
| Employer contribution / active EE | $2,589 | $2,5880% | $4,268-39.4% | $2,596-0.3% |
| Participant deferral / active EE | $2,394 | $3,311-27.7% | $5,630-57.5% | $4,274-44.0% |
| Admin fee / account holder | $950 | $6,724-85.9% | $16,006-94.1% | $7,775-87.8% |