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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 | $74,030 | $101,618-27.1% | $93,063-20.5% | $137,256-46.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 8.05% | 223.95%-215.9pp | 34.15%-26.1pp | 220.34%-212.3pp |
| Employer contribution / active EE | $294 | $2,707-89.1% | $2,476-88.1% | $4,156-92.9% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $514 | $6,198-91.7% | $6,033-91.5% | $12,270-95.8% |