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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 | $78,764 | $103,392-23.8% | $87,104-9.6% | $152,897-48.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 3.51% | 28.10%-24.6pp | 28.19%-24.7pp | 345.43%-341.9pp |
| Employer contribution / active EE | $1,250 | $3,221-61.2% | $2,521-50.4% | $4,764-73.8% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,153 | $12,194-82.3% | $7,491-71.3% | $11,599-81.4% |