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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 | $39,127 | $47,944-18.4% | $67,834-42.3% | $62,881-37.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 3.06% | 11.77%-8.7pp | 138.47%-135.4pp | 20.14%-17.1pp |
| Employer contribution / active EE | $4,197 | $1,562+168.7% | $2,403+74.6% | $2,281+84.0% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,322 | $3,712-37.4% | $4,622-49.8% | $4,296-45.9% |