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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 | $78,225 | $78,428-0.3% | $95,960-18.5% | $79,852-2.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 2.56% | 19.37%-16.8pp | 91.63%-89.1pp | 31.72%-29.2pp |
| Employer contribution / active EE | $4,138 | $1,945+112.7% | $2,541+62.8% | $2,471+67.5% |
| Participant deferral / active EE | $3,622 | $3,440+5.3% | $4,167-13.1% | $3,740-3.2% |
| Admin fee / account holder | $581 | $5,622-89.7% | $6,797-91.5% | $5,306-89.0% |