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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 | $99,050 | $150,207-34.1% | $120,380-17.7% | $145,978-32.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 6.33% | 154.28%-148.0pp | 107.28%-100.9pp | 550.52%-544.2pp |
| Employer contribution / active EE | $1,505 | $4,351-65.4% | $3,465-56.6% | $4,662-67.7% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,122 | $12,203-90.8% | $9,421-88.1% | $13,400-91.6% |