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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 | $81,300 | $124,346-34.6% | $111,306-27.0% | $167,553-51.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 1.31% | 37.46%-36.2pp | 54.67%-53.4pp | 478.89%-477.6pp |
| Employer contribution / active EE | $2,811 | $3,438-18.2% | $2,732+2.9% | $4,840-41.9% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,256 | $10,623-69.4% | $7,966-59.1% | $12,316-73.6% |