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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 | $35,112 | $87,878-60.0% | $97,411-64.0% | $82,637-57.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 80.4%+19.6pp | 68.1%+31.9pp |
| Annual return | 0.73% | 54.63%-53.9pp | 34.72%-34.0pp | 53.51%-52.8pp |
| Employer contribution / active EE | $4,535 | $3,800+19.4% | $4,210+7.7% | $2,552+77.7% |
| Participant deferral / active EE | $0 | $5,525-100.0% | $5,886-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,625 | $6,743-61.1% | $7,145-63.3% | $7,339-64.2% |