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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 | $91,798 | $118,488-22.5% | $98,462-6.8% | $139,487-34.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 1.63% | 18.96%-17.3pp | 21.17%-19.5pp | 373.84%-372.2pp |
| Employer contribution / active EE | $10,459 | $3,611+189.7% | $3,049+243.1% | $4,755+120.0% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,682 | $13,868-73.5% | $8,875-58.5% | $11,407-67.7% |