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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 | $29,204 | $98,776-70.4% | $149,745-80.5% | $79,856-63.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 9.47% | 27.38%-17.9pp | 276.72%-267.3pp | 31.71%-22.2pp |
| Employer contribution / active EE | $1,724 | $3,217-46.4% | $4,646-62.9% | $2,471-30.2% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,103 | $6,053-81.8% | $9,312-88.2% | $5,306-79.2% |