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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 | $42,952 | $114,119-62.4% | $107,187-59.9% | $138,895-69.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 1.79% | 273.21%-271.4pp | 204.55%-202.8pp | 145.39%-143.6pp |
| Employer contribution / active EE | $2,130 | $4,059-47.5% | $3,782-43.7% | $4,194-49.2% |
| Participant deferral / active EE | $5,649 | $5,538+2.0% | $5,096+10.9% | $6,396-11.7% |
| Admin fee / account holder | $1,183 | $10,024-88.2% | $9,162-87.1% | $12,562-90.6% |