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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 | $78,834 | $99,652-20.9% | $78,778+0.1% | $147,586-46.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 1.57% | 47.28%-45.7pp | 35.62%-34.0pp | 578.59%-577.0pp |
| Employer contribution / active EE | $13,656 | $2,796+388.5% | $1,986+587.7% | $4,876+180.0% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,394 | $7,155-66.5% | $5,134-53.4% | $10,886-78.0% |