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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 | $70,384 | $149,741-53.0% | $118,914-40.8% | $158,982-55.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 3.13% | 19.94%-16.8pp | 35.89%-32.8pp | 302.99%-299.9pp |
| Employer contribution / active EE | $10,243 | $4,119+148.7% | $3,264+213.8% | $4,763+115.1% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $45,419 | $8,607+427.7% | $6,582+590.0% | $11,252+303.7% |