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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 | $74,779 | $101,798-26.5% | $165,071-54.7% | $80,935-7.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 2.08% | 16.73%-14.6pp | 70.17%-68.1pp | 35.66%-33.6pp |
| Employer contribution / active EE | $12,441 | $2,954+321.1% | $4,347+186.2% | $2,757+351.3% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,706 | $8,221+54.6% | $12,695+0.1% | $6,924+83.5% |