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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 | $64,540 | $110,337-41.5% | $102,383-37.0% | $145,877-55.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 1.81% | 24.83%-23.0pp | 24.94%-23.1pp | 551.28%-549.5pp |
| Employer contribution / active EE | $2,295 | $4,216-45.6% | $3,870-40.7% | $4,663-50.8% |
| Participant deferral / active EE | $10,329 | $5,621+83.8% | $5,060+104.1% | $6,691+54.4% |
| Admin fee / account holder | $191,319 | $9,750+1862.3% | $8,391+2180.0% | $13,402+1327.5% |