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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 | $54,236 | $76,551-29.2% | $123,894-56.2% | $62,881-13.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -6.15% | 18.68%-24.8pp | 47.52%-53.7pp | 20.14%-26.3pp |
| Employer contribution / active EE | $15,200 | $2,882+427.4% | $4,617+229.2% | $2,281+566.4% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $774 | $4,826-84.0% | $8,357-90.7% | $4,296-82.0% |