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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 | $75,085 | $96,524-22.2% | $75,900-1.1% | $152,909-50.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 0.75% | 33.93%-33.2pp | 30.73%-30.0pp | 345.46%-344.7pp |
| Employer contribution / active EE | $3,560 | $3,311+7.5% | $2,501+42.3% | $4,764-25.3% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,604-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,286 | $8,082-47.0% | $5,421-20.9% | $11,601-63.1% |