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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 | $69,530 | $135,905-48.8% | $126,068-44.8% | $198,609-65.0% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 0.64% | 14.07%-13.4pp | 15.01%-14.4pp | 202.70%-202.1pp |
| Employer contribution / active EE | $1,125 | $4,245-73.5% | $3,968-71.6% | $5,055-77.7% |
| Participant deferral / active EE | $0 | $8,523-100.0% | $8,214-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,400 | $21,036-79.1% | $18,264-75.9% | $19,030-76.9% |