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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 | $74,251 | $125,797-41.0% | $170,057-56.3% | $75,177-1.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 2.45% | 27.20%-24.8pp | 53.42%-51.0pp | 160.75%-158.3pp |
| Employer contribution / active EE | $22,545 | $4,616+388.4% | $6,790+232.0% | $2,671+744.0% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,947 | $8,177-64.0% | $12,826-77.0% | $5,651-47.8% |