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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 | $31,148 | $124,346-75.0% | $111,308-72.0% | $167,536-81.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 2.38% | 37.45%-35.1pp | 54.67%-52.3pp | 478.82%-476.4pp |
| Employer contribution / active EE | $4,197 | $3,437+22.1% | $2,732+53.6% | $4,839-13.3% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $365 | $10,621-96.6% | $7,965-95.4% | $12,315-97.0% |