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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 | $76,229 | $117,829-35.3% | $102,423-25.6% | $145,877-47.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 1.97% | 31.83%-29.9pp | 29.42%-27.5pp | 551.28%-549.3pp |
| Employer contribution / active EE | $3,831 | $3,615+6.0% | $3,023+26.7% | $4,663-17.8% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,115 | $13,335-69.1% | $9,455-56.5% | $13,402-69.3% |