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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 | $38,596 | $96,965-60.2% | $97,995-60.6% | $147,586-73.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 2.04% | 24.11%-22.1pp | 23.94%-21.9pp | 578.59%-576.6pp |
| Employer contribution / active EE | $1,667 | $4,536-63.3% | $4,158-59.9% | $4,876-65.8% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $530 | $8,120-93.5% | $5,943-91.1% | $10,886-95.1% |