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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 | $53,620 | $124,425-56.9% | $112,040-52.1% | $137,256-60.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 0.77% | 24.72%-23.9pp | 24.52%-23.7pp | 220.34%-219.6pp |
| Employer contribution / active EE | $3,587 | $3,411+5.1% | $2,954+21.4% | $4,156-13.7% |
| Participant deferral / active EE | $2,117 | $5,718-63.0% | $5,098-58.5% | $6,407-67.0% |
| Admin fee / account holder | $272,346 | $15,207+1691.0% | $12,098+2151.2% | $12,270+2119.6% |