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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 | $75,907 | $105,284-27.9% | $150,734-49.6% | $94,015-19.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 2.93% | 15.67%-12.7pp | 600.81%-597.9pp | 17.84%-14.9pp |
| Employer contribution / active EE | $7,407 | $3,599+105.8% | $4,918+50.6% | $2,790+165.5% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,185 | $9,839-67.6% | $14,905-78.6% | $8,951-64.4% |