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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 | $30,960 | $153,311-79.8% | $109,313-71.7% | $273,972-88.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 0.73% | 29.86%-29.1pp | 22.07%-21.3pp | 41.46%-40.7pp |
| Employer contribution / active EE | $1,625 | $5,619-71.1% | $3,892-58.3% | $4,869-66.6% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $741 | $8,076-90.8% | $5,666-86.9% | $10,133-92.7% |