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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 | $68,731 | $116,203-40.9% | $93,621-26.6% | $152,909-55.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 5.67% | 35.96%-30.3pp | 32.76%-27.1pp | 345.46%-339.8pp |
| Employer contribution / active EE | $11,765 | $3,219+265.5% | $2,719+332.7% | $4,764+147.0% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $874 | $10,751-91.9% | $7,890-88.9% | $11,601-92.5% |