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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 | $66,315 | $124,314-46.7% | $109,163-39.3% | $167,518-60.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 5.27% | 26.04%-20.8pp | 25.75%-20.5pp | 478.71%-473.4pp |
| Employer contribution / active EE | $2,652 | $4,209-37.0% | $3,723-28.8% | $4,838-45.2% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $383 | $7,973-95.2% | $6,754-94.3% | $12,312-96.9% |