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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 | $69,910 | $114,013-38.7% | $103,693-32.6% | $155,188-55.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 3.23% | 49.31%-46.1pp | 47.61%-44.4pp | 148.84%-145.6pp |
| Employer contribution / active EE | $4,545 | $3,131+45.2% | $2,920+55.6% | $4,248+7.0% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,761 | $8,407-79.0% | $7,858-77.6% | $14,480-87.8% |