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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 | $58,415 | $86,288-32.3% | $111,306-47.5% | $85,851-32.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 5.57% | 19.99%-14.4pp | 54.67%-49.1pp | 318.63%-313.1pp |
| Employer contribution / active EE | $5,357 | $2,044+162.1% | $2,732+96.1% | $2,565+108.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,327 | $8,189-71.6% | $7,966-70.8% | $6,261-62.8% |