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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 | $44,661 | $136,860-67.4% | $120,344-62.9% | $154,746-71.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 0.26% | 21.38%-21.1pp | 20.30%-20.0pp | 172.34%-172.1pp |
| Employer contribution / active EE | $3,959 | $3,533+12.1% | $3,020+31.1% | $4,379-9.6% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $323 | $15,393-97.9% | $12,742-97.5% | $14,365-97.7% |