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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 | $67,578 | $78,705-14.1% | $117,857-42.7% | $70,131-3.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 4.05% | 23.30%-19.2pp | 335.09%-331.0pp | 73.14%-69.1pp |
| Employer contribution / active EE | $1,861 | $2,223-16.3% | $3,786-50.8% | $2,342-20.5% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $398 | $5,065-92.1% | $8,020-95.0% | $4,645-91.4% |