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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 | $40,260 | $109,359-63.2% | $162,185-75.2% | $72,976-44.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 1.56% | 25.46%-23.9pp | 115.61%-114.1pp | 81.02%-79.5pp |
| Employer contribution / active EE | $6,996 | $3,907+79.0% | $5,613+24.6% | $2,440+186.7% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,561 | $7,972-30.2% | $10,844-48.7% | $5,124+8.5% |