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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 | $102,600 | $69,977+46.6% | $108,582-5.5% | $62,881+63.2% |
| Participation rate | 97.0% | 72.9%+24.1pp | 79.6%+17.4pp | 69.3%+27.7pp |
| Annual return | 1.13% | 10.73%-9.6pp | -51.70%+52.8pp | 20.14%-19.0pp |
| Employer contribution / active EE | $10,133 | $2,135+374.6% | $3,758+169.6% | $2,281+344.3% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,324 | $5,076-34.5% | $7,645-56.5% | $4,296-22.6% |