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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 | $114,912 | $78,682+46.0% | $109,188+5.2% | $85,851+33.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 5.08% | 25.09%-20.0pp | 25.76%-20.7pp | 318.63%-313.6pp |
| Employer contribution / active EE | $2,879 | $2,734+5.3% | $3,723-22.7% | $2,565+12.2% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $562 | $5,470-89.7% | $6,755-91.7% | $6,261-91.0% |