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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 | $60,431 | $162,781-62.9% | $133,956-54.9% | $158,931-62.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2.71% | 41.94%-39.2pp | 45.09%-42.4pp | 302.86%-300.2pp |
| Employer contribution / active EE | $2,143 | $4,975-56.9% | $3,919-45.3% | $4,761-55.0% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $644 | $11,736-94.5% | $8,927-92.8% | $11,247-94.3% |