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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 | $28,513 | $70,430-59.5% | $96,572-70.5% | $85,851-66.8% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 2.65% | 18.58%-15.9pp | 37.79%-35.1pp | 318.63%-316.0pp |
| Employer contribution / active EE | $4,719 | $1,413+233.9% | $2,357+100.2% | $2,565+83.9% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,846 | $4,996-63.1% | $6,183-70.2% | $6,261-70.5% |