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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 | $85,795 | $174,379-50.8% | $152,093-43.6% | $138,895-38.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 0.58% | 74.86%-74.3pp | 66.36%-65.8pp | 145.39%-144.8pp |
| Employer contribution / active EE | $1,788 | $4,652-61.6% | $4,175-57.2% | $4,194-57.4% |
| Participant deferral / active EE | $12,400 | $6,159+101.3% | $5,451+127.5% | $6,396+93.9% |
| Admin fee / account holder | $2,970 | $16,880-82.4% | $14,497-79.5% | $12,562-76.4% |