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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 | $32,288 | $94,436-65.8% | $115,599-72.1% | $82,637-60.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 8.41% | 18.37%-10.0pp | 111.10%-102.7pp | 53.51%-45.1pp |
| Employer contribution / active EE | $2,273 | $2,324-2.2% | $2,955-23.1% | $2,552-10.9% |
| Participant deferral / active EE | $0 | $3,955-100.0% | $4,889-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,186 | $10,328-49.8% | $12,841-59.6% | $7,339-29.3% |