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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 | $43,505 | $129,737-66.5% | $119,126-63.5% | $154,746-71.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 2.44% | 379.08%-376.6pp | 282.11%-279.7pp | 172.34%-169.9pp |
| Employer contribution / active EE | $8,333 | $4,375+90.5% | $4,034+106.6% | $4,379+90.3% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,185 | $11,961-90.1% | $10,693-88.9% | $14,365-91.7% |