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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 | $83,305 | $78,682+5.9% | $109,188-23.7% | $85,851-3.0% |
| Participation rate | 98.5% | 68.3%+30.2pp | 75.9%+22.6pp | 69.3%+29.1pp |
| Annual return | 2.42% | 25.09%-22.7pp | 25.76%-23.3pp | 318.63%-316.2pp |
| Employer contribution / active EE | $28,727 | $2,734+950.8% | $3,723+671.6% | $2,565+1019.7% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,887 | $5,470+62.5% | $6,755+31.6% | $6,261+41.9% |