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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 | $88,198 | $117,895-25.2% | $102,460-13.9% | $145,897-39.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.76% | 31.92%-26.2pp | 29.47%-23.7pp | 552.29%-546.5pp |
| Employer contribution / active EE | $1,875 | $3,619-48.2% | $3,025-38.0% | $4,663-59.8% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $690 | $13,353-94.8% | $9,460-92.7% | $13,390-94.8% |