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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 | $123,684 | $166,268-25.6% | $165,100-25.1% | $145,897-15.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.52% | 100.52%-97.0pp | 70.21%-66.7pp | 552.29%-548.8pp |
| Employer contribution / active EE | $7,953 | $5,284+50.5% | $4,348+82.9% | $4,663+70.6% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,697 | $16,659-59.8% | $12,696-47.2% | $13,390-50.0% |