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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 | $51,346 | $96,558-46.8% | $80,977-36.6% | $273,972-81.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 2.09% | 15.14%-13.1pp | 17.11%-15.0pp | 41.46%-39.4pp |
| Employer contribution / active EE | $1,364 | $4,869-72.0% | $3,715-63.3% | $4,869-72.0% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $35,713 | $7,493+376.6% | $5,517+547.4% | $10,133+252.5% |