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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 | $32,271 | $86,891-62.9% | $142,516-77.4% | $75,177-57.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | 5.62% | 23.31%-17.7pp | 20.03%-14.4pp | 160.75%-155.1pp |
| Employer contribution / active EE | $2,467 | $3,355-26.5% | $4,849-49.1% | $2,671-7.7% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $6,280-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,798 | $7,299-61.7% | $10,008-72.0% | $5,651-50.5% |