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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 | $45,242 | $49,255-8.1% | $70,494-35.8% | $79,856-43.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 1.92% | 30.10%-28.2pp | 109.16%-107.2pp | 31.71%-29.8pp |
| Employer contribution / active EE | $4,966 | $2,100+136.5% | $2,738+81.4% | $2,471+101.0% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,073 | $2,879-28.0% | $3,848-46.1% | $5,306-60.9% |