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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 | $50,217 | $104,251-51.8% | $91,004-44.8% | $147,586-66.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 2.24% | 27.06%-24.8pp | 4.60%-2.4pp | 578.59%-576.4pp |
| Employer contribution / active EE | $2,273 | $3,116-27.1% | $2,456-7.5% | $4,876-53.4% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,274 | $8,948+26.0% | $5,417+108.1% | $10,886+3.6% |