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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 | $56,555 | $69,274-18.4% | $64,097-11.8% | $139,487-59.5% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 1.02% | 46.00%-45.0pp | 33.75%-32.7pp | 373.84%-372.8pp |
| Employer contribution / active EE | $10,935 | $3,187+243.1% | $2,750+297.6% | $4,755+130.0% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,881-100.0% | $6,713-100.0% |
| Admin fee / account holder | $10,436 | $4,247+145.8% | $3,070+240.0% | $11,407-8.5% |