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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 | $33,015 | $153,311-78.5% | $109,313-69.8% | $273,972-87.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 0.00% | 29.86%-29.9pp | 22.07%-22.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $662 | $5,619-88.2% | $3,892-83.0% | $4,869-86.4% |
| Participant deferral / active EE | $2,582 | $3,932-34.3% | $3,166-18.4% | $5,287-51.2% |
| Admin fee / account holder | $25,574 | $8,076+216.7% | $5,666+351.3% | $10,133+152.4% |