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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 | $75,648 | $87,225-13.3% | $158,226-52.2% | $94,015-19.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 74.8%+25.2pp | 70.8%+29.2pp |
| Annual return | 5.94% | 16.34%-10.4pp | 501.41%-495.5pp | 17.84%-11.9pp |
| Employer contribution / active EE | $2,083 | $2,217-6.0% | $2,986-30.2% | $2,790-25.3% |
| Participant deferral / active EE | $0 | $3,405-100.0% | $4,317-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,189 | $7,888-59.6% | $10,217-68.8% | $8,951-64.4% |