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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 | $83,818 | $99,994-16.2% | $146,647-42.8% | $85,851-2.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 5.54% | 18.93%-13.4pp | 22.75%-17.2pp | 318.63%-313.1pp |
| Employer contribution / active EE | $8,073 | $2,559+215.5% | $4,137+95.1% | $2,565+214.7% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,653 | $7,703-78.5% | $10,281-83.9% | $6,261-73.6% |