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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 | $63,338 | $106,524-40.5% | $152,301-58.4% | $87,485-27.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 0.70% | 26.89%-26.2pp | 80.50%-79.8pp | 26.06%-25.4pp |
| Employer contribution / active EE | $1,098 | $3,371-67.4% | $4,624-76.3% | $2,596-57.7% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,911 | $8,287-52.8% | $14,398-72.8% | $7,775-49.7% |