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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 | $84,730 | $103,393-18.1% | $87,103-2.7% | $152,909-44.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 3.33% | 28.10%-24.8pp | 28.19%-24.9pp | 345.46%-342.1pp |
| Employer contribution / active EE | $6,656 | $3,221+106.6% | $2,521+164.0% | $4,764+39.7% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $781 | $12,195-93.6% | $7,491-89.6% | $11,601-93.3% |