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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 | $96,731+6.5% | $123,973-16.9% | $86,983+18.4% |
| Participation rate | 98.0% | 70.0%+27.9pp | 76.7%+21.3pp | 69.5%+28.4pp |
| Annual return | 3.72% | 17.33%-13.6pp | 388.13%-384.4pp | 25.83%-22.1pp |
| Employer contribution / active EE | $24,490 | $3,297+642.8% | $4,126+493.6% | $2,584+847.6% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $467 | $8,722-94.6% | $11,799-96.0% | $7,856-94.1% |