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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 | $19,758 | $124,425-84.1% | $112,040-82.4% | $137,256-85.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 0.29% | 24.72%-24.4pp | 24.52%-24.2pp | 220.34%-220.0pp |
| Employer contribution / active EE | $3,500 | $3,411+2.6% | $2,954+18.5% | $4,156-15.8% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,723 | $15,207-88.7% | $12,098-85.8% | $12,270-86.0% |