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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 | $96,731-21.5% | $123,973-38.8% | $86,983-12.7% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 2.93% | 17.33%-14.4pp | 388.13%-385.2pp | 25.83%-22.9pp |
| Employer contribution / active EE | $7,407 | $3,297+124.7% | $4,126+79.5% | $2,584+186.6% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,185 | $8,722-63.5% | $11,799-73.0% | $7,856-59.5% |