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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 | $82,396 | $114,199-27.8% | $119,237-30.9% | $167,553-50.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 4.54% | 29.88%-25.3pp | 30.70%-26.2pp | 478.89%-474.4pp |
| Employer contribution / active EE | $7,581 | $4,480+69.2% | $4,383+73.0% | $4,840+56.6% |
| Participant deferral / active EE | $0 | $6,086-100.0% | $6,112-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,124 | $8,939-87.4% | $7,229-84.4% | $12,316-90.9% |