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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 | $84,808 | $152,619-44.4% | $125,195-32.3% | $152,909-44.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 1.61% | 54.85%-53.2pp | 43.79%-42.2pp | 345.46%-343.9pp |
| Employer contribution / active EE | $14,235 | $4,947+187.7% | $3,866+268.2% | $4,764+198.8% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,933 | $13,437-85.6% | $9,704-80.1% | $11,601-83.3% |