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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 | $29,046 | $85,060-65.9% | $70,565-58.8% | $139,487-79.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 3.11% | 30.39%-27.3pp | 32.79%-29.7pp | 373.84%-370.7pp |
| Employer contribution / active EE | $2,633 | $3,912-32.7% | $2,976-11.5% | $4,755-44.6% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,014 | $8,932-88.6% | $6,430-84.2% | $11,407-91.1% |