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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 | $102,976 | $105,284-2.2% | $150,734-31.7% | $94,015+9.5% |
| Participation rate | 98.0% | 71.7%+26.2pp | 78.4%+19.5pp | 70.8%+27.1pp |
| Annual return | 3.72% | 15.67%-12.0pp | 600.81%-597.1pp | 17.84%-14.1pp |
| Employer contribution / active EE | $24,490 | $3,599+580.5% | $4,918+397.9% | $2,790+777.7% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $467 | $9,839-95.3% | $14,905-96.9% | $8,951-94.8% |