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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 | $81,039 | $51,244+58.1% | $80,977+0.1% | $55,167+46.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.0%+31.0pp |
| Annual return | 6.09% | 17.39%-11.3pp | 17.11%-11.0pp | 169.23%-163.1pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,715-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,595 | $4,418+49.3% | $5,696+15.8% | $3,054+115.9% |
| Admin fee / account holder | $3,015 | $398+657.5% | $5,517-45.3% | $504+498.4% |