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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 | $100,791 | $117,846-14.5% | $102,434-1.6% | $145,884-30.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 1.81% | 31.90%-30.1pp | 29.46%-27.7pp | 551.85%-550.0pp |
| Employer contribution / active EE | $2,411 | $3,615-33.3% | $3,023-20.2% | $4,662-48.3% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $529 | $13,356-96.0% | $9,462-94.4% | $13,392-96.0% |