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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 | $85,670 | $114,013-24.9% | $103,693-17.4% | $155,188-44.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 5.55% | 49.31%-43.8pp | 47.61%-42.1pp | 148.84%-143.3pp |
| Employer contribution / active EE | $10,553 | $3,131+237.0% | $2,920+261.4% | $4,248+148.4% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $64,076 | $8,407+662.2% | $7,858+715.4% | $14,480+342.5% |