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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 | $58,609 | $162,812-64.0% | $133,971-56.3% | $158,966-63.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 1.09% | 41.94%-40.9pp | 45.09%-44.0pp | 302.95%-301.9pp |
| Employer contribution / active EE | $1,693 | $4,976-66.0% | $3,919-56.8% | $4,762-64.5% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $474 | $11,741-96.0% | $8,929-94.7% | $11,250-95.8% |