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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 | $48,941 | $71,057-31.1% | $93,654-47.7% | $80,874-39.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 4.34% | 11.26%-6.9pp | 133.34%-129.0pp | 35.62%-31.3pp |
| Employer contribution / active EE | $1,923 | $1,564+23.0% | $2,421-20.6% | $2,756-30.2% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,143 | $6,944-69.1% | $8,282-74.1% | $6,935-69.1% |