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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 | $21,374 | $60,139-64.5% | $90,461-76.4% | $79,856-73.2% |
| Participation rate | 95.2% | 65.0%+30.2pp | 72.7%+22.5pp | 69.6%+25.6pp |
| Annual return | 0.60% | 71.96%-71.4pp | 1294.76%-1294.2pp | 31.71%-31.1pp |
| Employer contribution / active EE | $2,132 | $2,069+3.1% | $3,264-34.7% | $2,471-13.7% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $758 | $3,978-81.0% | $5,617-86.5% | $5,306-85.7% |