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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 | $48,612 | $75,541-35.6% | $152,093-68.0% | $82,637-41.2% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 9.43% | 32.56%-23.1pp | 66.36%-56.9pp | 53.51%-44.1pp |
| Employer contribution / active EE | $1,998 | $2,622-23.8% | $4,175-52.1% | $2,552-21.7% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $565 | $6,405-91.2% | $14,497-96.1% | $7,339-92.3% |