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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 | $105,325 | $93,617+12.5% | $135,982-22.5% | $75,177+40.1% |
| Participation rate | 89.7% | 75.2%+14.5pp | 81.9%+7.7pp | 67.2%+22.5pp |
| Annual return | 1.31% | 30.89%-29.6pp | 68.32%-67.0pp | 160.75%-159.4pp |
| Employer contribution / active EE | $1,652 | $3,538-53.3% | $4,859-66.0% | $2,671-38.2% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $981 | $6,980-86.0% | $10,767-90.9% | $5,651-82.6% |