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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 | $39,530 | $126,661-68.8% | $113,397-65.1% | $138,895-71.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 2.64% | 25.05%-22.4pp | 23.20%-20.6pp | 145.39%-142.8pp |
| Employer contribution / active EE | $11,548 | $3,456+234.1% | $2,977+287.9% | $4,194+175.3% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,000 | $14,549-93.1% | $11,957-91.6% | $12,562-92.0% |