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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 | $71,936 | $103,038-30.2% | $90,324-20.4% | $152,909-53.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 2.39% | 95.25%-92.9pp | 78.15%-75.8pp | 345.46%-343.1pp |
| Employer contribution / active EE | $1,853 | $3,141-41.0% | $2,856-35.1% | $4,764-61.1% |
| Participant deferral / active EE | $6,738 | $4,282+57.3% | $3,885+73.4% | $5,851+15.1% |
| Admin fee / account holder | $2,530 | $6,177-59.0% | $5,356-52.8% | $11,601-78.2% |