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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 | $19,421 | $110,410-82.4% | $102,437-81.0% | $145,897-86.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.96% | 24.85%-23.9pp | 24.95%-24.0pp | 552.29%-551.3pp |
| Employer contribution / active EE | $4,620 | $4,217+9.5% | $3,871+19.4% | $4,663-0.9% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,666 | $9,745-82.9% | $8,388-80.1% | $13,390-87.6% |