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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 | $75,302 | $53,128+41.7% | $86,582-13.0% | $70,126+7.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 10.73% | 27.66%-16.9pp | 965.08%-954.4pp | 73.15%-62.4pp |
| Employer contribution / active EE | $714 | $2,068-65.5% | $2,839-74.8% | $2,343-69.5% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,940 | $3,584-18.0% | $4,904-40.1% | $4,645-36.7% |