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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 | $43,534 | $60,349-27.9% | $74,184-41.3% | $62,881-30.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -0.31% | 21.38%-21.7pp | 17.74%-18.0pp | 20.14%-20.5pp |
| Employer contribution / active EE | $9,283 | $1,680+452.5% | $2,370+291.7% | $2,281+307.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,638 | $4,261+32.3% | $5,586+0.9% | $4,296+31.2% |