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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 | $43,822 | $63,861-31.4% | $104,639-58.1% | $79,856-45.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 2.66% | 21.30%-18.6pp | 340.67%-338.0pp | 31.71%-29.0pp |
| Employer contribution / active EE | $2,326 | $1,588+46.4% | $2,682-13.3% | $2,471-5.9% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,738-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,552 | $4,185-62.9% | $6,465-76.0% | $5,306-70.8% |