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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 | $115,216 | $157,296-26.8% | $141,191-18.4% | $152,897-24.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 1.59% | 64.34%-62.7pp | 71.41%-69.8pp | 345.43%-343.8pp |
| Employer contribution / active EE | $3,053 | $5,262-42.0% | $4,736-35.5% | $4,764-35.9% |
| Participant deferral / active EE | $5,623 | $7,111-20.9% | $6,710-16.2% | $5,851-3.9% |
| Admin fee / account holder | $43,873 | $12,125+261.8% | $10,264+327.4% | $11,599+278.2% |