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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 | $42,282 | $110,240-61.6% | $96,544-56.2% | $139,487-69.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 1.12% | 26.41%-25.3pp | 25.88%-24.8pp | 373.84%-372.7pp |
| Employer contribution / active EE | $3,333 | $3,622-8.0% | $2,966+12.4% | $4,755-29.9% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $369 | $11,602-96.8% | $8,254-95.5% | $11,407-96.8% |