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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 | $33,905 | $98,776-65.7% | $149,745-77.4% | $79,856-57.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 4.09% | 27.38%-23.3pp | 276.72%-272.6pp | 31.71%-27.6pp |
| Employer contribution / active EE | $1,897 | $3,217-41.0% | $4,646-59.2% | $2,471-23.2% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $694 | $6,053-88.5% | $9,312-92.5% | $5,306-86.9% |