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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 | $63,153 | $211,288-70.1% | $178,540-64.6% | $145,884-56.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.90% | 30.27%-26.4pp | 27.15%-23.3pp | 551.85%-548.0pp |
| Employer contribution / active EE | $1,131 | $4,574-75.3% | $3,953-71.4% | $4,662-75.7% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $88,048 | $12,105+627.3% | $10,424+744.6% | $13,392+557.5% |