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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 | $80,640 | $39,132+106.1% | $57,196+41.0% | $62,881+28.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -0.37% | 9.24%-9.6pp | 14.59%-15.0pp | 20.14%-20.5pp |
| Employer contribution / active EE | $5,792 | $1,874+209.1% | $2,683+115.9% | $2,281+153.9% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,340 | $2,594+260.1% | $3,141+197.4% | $4,296+117.4% |