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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 | $24,457 | $84,236-71.0% | $170,435-85.7% | $70,126-65.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 8.20% | 23.06%-14.9pp | 205.94%-197.7pp | 73.15%-65.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,799 | $3,086-9.3% | $4,939-43.3% | $3,332-16.0% |
| Admin fee / account holder | $1,060 | $5,698-81.4% | $13,881-92.4% | $4,645-77.2% |