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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 | $41,778 | $52,580-20.5% | $71,671-41.7% | $70,126-40.4% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 3.07% | 20.25%-17.2pp | 20.65%-17.6pp | 73.15%-70.1pp |
| Employer contribution / active EE | $4,767 | $1,616+195.0% | $2,460+93.8% | $2,343+103.5% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,736 | $3,653-52.5% | $5,558-68.8% | $4,645-62.6% |