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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 | $28,066 | $201,344-86.1% | $184,243-84.8% | $145,877-80.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1.76% | 29.01%-27.2pp | 28.82%-27.1pp | 551.28%-549.5pp |
| Employer contribution / active EE | $3,659 | $7,022-47.9% | $6,427-43.1% | $4,663-21.5% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,225 | $16,382-92.5% | $13,914-91.2% | $13,402-90.9% |