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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 | $39,622 | $111,301-64.4% | $112,977-64.9% | $158,982-75.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 2.64% | 26.40%-23.8pp | 24.24%-21.6pp | 302.99%-300.4pp |
| Employer contribution / active EE | $1,667 | $4,471-62.7% | $4,255-60.8% | $4,763-65.0% |
| Participant deferral / active EE | $0 | $5,880-100.0% | $5,836-100.0% | $5,983-100.0% |
| Admin fee / account holder | $537 | $8,392-93.6% | $6,294-91.5% | $11,252-95.2% |