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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 | $78,831 | $99,652-20.9% | $78,778+0.1% | $147,586-46.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 2.69% | 47.28%-44.6pp | 35.62%-32.9pp | 578.59%-575.9pp |
| Employer contribution / active EE | $3,167 | $2,796+13.3% | $1,986+59.5% | $4,876-35.1% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $359 | $7,155-95.0% | $5,134-93.0% | $10,886-96.7% |