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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 | $81,011 | $78,707+2.9% | $117,861-31.3% | $70,126+15.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 5.80% | 23.30%-17.5pp | 335.11%-329.3pp | 73.15%-67.4pp |
| Employer contribution / active EE | $16,160 | $2,223+626.8% | $3,786+326.8% | $2,343+589.9% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,489 | $5,066-31.1% | $8,021-56.5% | $4,645-24.9% |