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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 | $28,276 | $124,425-77.3% | $112,040-74.8% | $137,256-79.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 0.00% | 24.72%-24.7pp | 24.52%-24.5pp | 220.34%-220.3pp |
| Employer contribution / active EE | $4,921 | $3,411+44.2% | $2,954+66.6% | $4,156+18.4% |
| Participant deferral / active EE | $15,073 | $5,718+163.6% | $5,098+195.7% | $6,407+135.3% |
| Admin fee / account holder | $2,208 | $15,207-85.5% | $12,098-81.7% | $12,270-82.0% |