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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 | $50,558 | $114,712-55.9% | $173,730-70.9% | $87,485-42.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 0.67% | 20.18%-19.5pp | 19.96%-19.3pp | 26.06%-25.4pp |
| Employer contribution / active EE | $3,485 | $2,904+20.0% | $4,577-23.9% | $2,596+34.2% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,078 | $10,210-89.4% | $17,523-93.8% | $7,775-86.1% |