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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 | $67,043 | $48,053+39.5% | $84,637-20.8% | $72,976-8.1% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 6.12% | 37.39%-31.3pp | 258.82%-252.7pp | 81.02%-74.9pp |
| Employer contribution / active EE | $6,199 | $1,602+287.0% | $2,653+133.6% | $2,440+154.1% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,373 | $3,395-30.1% | $4,914-51.7% | $5,124-53.7% |