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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 | $39,026 | $62,592-37.7% | $85,693-54.5% | $85,856-54.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 1.22% | 23.77%-22.5pp | 21.49%-20.3pp | 318.58%-317.4pp |
| Employer contribution / active EE | $4,444 | $1,755+153.2% | $2,618+69.8% | $2,565+73.3% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,923-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,013 | $4,643+29.5% | $6,874-12.5% | $6,261-4.0% |