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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 | $86,622 | $63,342+36.8% | $92,236-6.1% | $70,131+23.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 0.67% | 530.15%-529.5pp | 176.29%-175.6pp | 73.14%-72.5pp |
| Employer contribution / active EE | $13,569 | $2,471+449.1% | $3,679+268.8% | $2,342+479.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $799 | $3,840-79.2% | $5,194-84.6% | $4,645-82.8% |