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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 | $73,459 | $115,814-36.6% | $101,275-27.5% | $158,982-53.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.20% | 56.16%-51.0pp | 46.48%-41.3pp | 302.99%-297.8pp |
| Employer contribution / active EE | $1,687 | $4,176-59.6% | $3,660-53.9% | $4,763-64.6% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,256 | $7,249-55.1% | $5,948-45.3% | $11,252-71.1% |