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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 | $28,392 | $201,344-85.9% | $184,243-84.6% | $145,877-80.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1.57% | 29.01%-27.4pp | 28.82%-27.2pp | 551.28%-549.7pp |
| Employer contribution / active EE | $5,107 | $7,022-27.3% | $6,427-20.5% | $4,663+9.5% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $7,463 | $16,382-54.4% | $13,914-46.4% | $13,402-44.3% |