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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 | $87,782 | $61,125+43.6% | $94,057-6.7% | $87,485+0.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 11.62% | 35.20%-23.6pp | 480.62%-469.0pp | 26.06%-14.4pp |
| Employer contribution / active EE | $5,880 | $2,136+175.2% | $2,933+100.5% | $2,596+126.5% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,214 | $5,629-60.7% | $7,244-69.4% | $7,775-71.5% |