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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 | $91,268 | $138,312-34.0% | $122,979-25.8% | $155,188-41.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 0.56% | 22.06%-21.5pp | 20.12%-19.6pp | 148.84%-148.3pp |
| Employer contribution / active EE | $2,500 | $3,530-29.2% | $3,062-18.4% | $4,248-41.1% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,837 | $15,089-87.8% | $12,864-85.7% | $14,480-87.3% |