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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 | $54,604 | $105,929-48.5% | $81,716-33.2% | $158,966-65.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 2.34% | 38.19%-35.8pp | 29.49%-27.1pp | 302.95%-300.6pp |
| Employer contribution / active EE | $1,408 | $7,802-82.0% | $4,310-67.3% | $4,762-70.4% |
| Participant deferral / active EE | $0 | $13,007-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,262 | $8,492-49.8% | $5,159-17.4% | $11,250-62.1% |