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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 | $40,505 | $72,273-44.0% | $101,275-60.0% | $79,856-49.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.41% | 22.30%-11.9pp | 46.48%-36.1pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,374 | $2,691-48.9% | $3,660-62.5% | $2,471-44.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $726 | $4,401-83.5% | $5,948-87.8% | $5,306-86.3% |