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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 | $54,788 | $69,977-21.7% | $108,579-49.5% | $62,891-12.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 4.08% | 10.73%-6.6pp | -51.70%+55.8pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,418 | $2,135-33.6% | $3,758-62.3% | $2,281-37.8% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,165 | $5,076-57.4% | $7,645-71.7% | $4,296-49.6% |