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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 | $42,115 | $166,131-74.6% | $164,975-74.5% | $145,877-71.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.97% | 100.37%-94.4pp | 70.12%-64.2pp | 551.28%-545.3pp |
| Employer contribution / active EE | $1,190 | $5,276-77.4% | $4,343-72.6% | $4,663-74.5% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,762 | $16,648-89.4% | $12,688-86.1% | $13,402-86.9% |