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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 | $110,337-82.4% | $102,383-81.0% | $145,877-86.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.96% | 24.83%-23.9pp | 24.94%-24.0pp | 551.28%-550.3pp |
| Employer contribution / active EE | $4,620 | $4,216+9.6% | $3,870+19.4% | $4,663-0.9% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,666 | $9,750-82.9% | $8,391-80.1% | $13,402-87.6% |