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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 | $56,375 | $162,812-65.4% | $133,971-57.9% | $158,966-64.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.56% | 41.94%-37.4pp | 45.09%-40.5pp | 302.95%-298.4pp |
| Employer contribution / active EE | $1,561 | $4,976-68.6% | $3,919-60.2% | $4,762-67.2% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $19,435 | $11,741+65.5% | $8,929+117.6% | $11,250+72.8% |