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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 | $54,177 | $176,794-69.4% | $146,647-63.1% | $167,553-67.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.52% | 24.04%-19.5pp | 22.75%-18.2pp | 478.89%-474.4pp |
| Employer contribution / active EE | $11,406 | $5,161+121.0% | $4,137+175.7% | $4,840+135.7% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $4,174 | $13,262-68.5% | $10,281-59.4% | $12,316-66.1% |