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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 | $48,405 | $103,008-53.0% | $90,304-46.4% | $152,897-68.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 5.12% | 95.22%-90.1pp | 78.13%-73.0pp | 345.43%-340.3pp |
| Employer contribution / active EE | $3,765 | $3,139+19.9% | $2,855+31.9% | $4,764-21.0% |
| Participant deferral / active EE | $4,652 | $4,281+8.7% | $3,885+19.7% | $5,851-20.5% |
| Admin fee / account holder | $2,517 | $6,175-59.2% | $5,354-53.0% | $11,599-78.3% |