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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 | $77,458 | $100,041-22.6% | $149,718-48.3% | $70,131+10.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 1.23% | 27.43%-26.2pp | 1501.70%-1500.5pp | 73.14%-71.9pp |
| Employer contribution / active EE | $2,288 | $3,662-37.5% | $5,444-58.0% | $2,342-2.3% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $629 | $8,286-92.4% | $11,283-94.4% | $4,645-86.5% |