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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 | $52,106 | $90,486-42.4% | $78,676-33.8% | $273,972-81.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.63% | 75.62%-75.0pp | 62.19%-61.6pp | 41.46%-40.8pp |
| Employer contribution / active EE | $125 | $3,175-96.1% | $2,850-95.6% | $4,869-97.4% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,006 | $5,263-61.9% | $4,510-55.5% | $10,133-80.2% |