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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 | $42,348 | $51,184-17.3% | $66,439-36.3% | $86,983-51.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 6.55% | 17.07%-10.5pp | 757.66%-751.1pp | 25.83%-19.3pp |
| Employer contribution / active EE | $2,561 | $2,023+26.6% | $2,637-2.9% | $2,584-0.9% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $3,876-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,473 | $4,154-16.4% | $6,173-43.7% | $7,856-55.8% |