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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 | $80,841 | $88,672-8.8% | $105,223-23.2% | $82,448-1.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 4.09% | 30.86%-26.8pp | 180.65%-176.6pp | 41.64%-37.5pp |
| Employer contribution / active EE | $18,032 | $3,048+491.6% | $3,689+388.9% | $2,551+606.9% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,315 | $7,146-81.6% | $8,859-85.2% | $7,234-81.8% |