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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 | $63,002 | $70,121-10.2% | $63,803-1.3% | $138,895-54.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 7.06% | 946.48%-939.4pp | 543.72%-536.7pp | 145.39%-138.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,916 | $4,535-13.7% | $3,843+1.9% | $6,396-38.8% |
| Admin fee / account holder | $6,516 | $6,738-3.3% | $5,196+25.4% | $12,562-48.1% |