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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 | $93,688 | $152,460-38.5% | $118,746-21.1% | $147,586-36.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 5.13% | 17.41%-12.3pp | 24.54%-19.4pp | 578.59%-573.5pp |
| Employer contribution / active EE | $3,497 | $5,046-30.7% | $4,193-16.6% | $4,876-28.3% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $32,532 | $16,953+91.9% | $10,720+203.5% | $10,886+198.9% |