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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 | $45,627 | $125,797-63.7% | $170,057-73.2% | $75,177-39.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 0.50% | 27.20%-26.7pp | 53.42%-52.9pp | 160.75%-160.2pp |
| Employer contribution / active EE | $3,365 | $4,616-27.1% | $6,790-50.4% | $2,671+26.0% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,490 | $8,177-69.5% | $12,826-80.6% | $5,651-55.9% |