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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 | $71,062 | $127,273-44.2% | $109,895-35.3% | $167,518-57.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 1.75% | 22.97%-21.2pp | 29.46%-27.7pp | 478.71%-477.0pp |
| Employer contribution / active EE | $21,376 | $3,324+543.1% | $2,843+651.8% | $4,838+341.8% |
| Participant deferral / active EE | $0 | $4,515-100.0% | $4,049-100.0% | $6,342-100.0% |
| Admin fee / account holder | $9,629 | $7,117+35.3% | $6,067+58.7% | $12,312-21.8% |