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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 | $51,394 | $86,288-40.4% | $111,306-53.8% | $85,851-40.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 3.65% | 19.99%-16.3pp | 54.67%-51.0pp | 318.63%-315.0pp |
| Employer contribution / active EE | $3,100 | $2,044+51.7% | $2,732+13.5% | $2,565+20.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,109 | $8,189-37.6% | $7,966-35.9% | $6,261-18.4% |