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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 | $35,259 | $49,976-29.4% | $66,674-47.1% | $82,637-57.3% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 4.88% | 39.09%-34.2pp | 321.24%-316.4pp | 53.51%-48.6pp |
| Employer contribution / active EE | $4,286 | $1,988+115.6% | $2,620+63.6% | $2,552+67.9% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $633 | $4,594-86.2% | $5,098-87.6% | $7,339-91.4% |