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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 | $77,776 | $117,846-34.0% | $102,434-24.1% | $145,884-46.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.76% | 31.90%-24.1pp | 29.46%-21.7pp | 551.85%-544.1pp |
| Employer contribution / active EE | $3,333 | $3,615-7.8% | $3,023+10.3% | $4,662-28.5% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $308 | $13,356-97.7% | $9,462-96.7% | $13,392-97.7% |