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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 | $27,453 | $91,198-69.9% | $178,503-84.6% | $79,856-65.6% |
| Participation rate | 96.2% | 69.2%+27.0pp | 81.9%+14.3pp | 69.6%+26.6pp |
| Annual return | 0.73% | 24.20%-23.5pp | 151.12%-150.4pp | 31.71%-31.0pp |
| Employer contribution / active EE | $2,011 | $3,257-38.2% | $5,011-59.9% | $2,471-18.6% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,117 | $6,748-83.5% | $13,987-92.0% | $5,306-79.0% |