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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 | $71,036 | $93,617-24.1% | $135,982-47.8% | $75,177-5.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 0.87% | 30.89%-30.0pp | 68.32%-67.5pp | 160.75%-159.9pp |
| Employer contribution / active EE | $9,615 | $3,538+171.8% | $4,859+97.9% | $2,671+260.0% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,403 | $6,980-22.6% | $10,767-49.8% | $5,651-4.4% |