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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 | $24,762 | $109,967-77.5% | $97,197-74.5% | $145,877-83.0% |
| Participation rate | 80.0% | 76.0%+4.0pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 2.37% | 244.27%-241.9pp | 75.47%-73.1pp | 551.28%-548.9pp |
| Employer contribution / active EE | $3,000 | $3,077-2.5% | $2,723+10.2% | $4,663-35.7% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $569 | $6,199-90.8% | $5,637-89.9% | $13,402-95.8% |