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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 | $45,469 | $157,296-71.1% | $141,191-67.8% | $152,897-70.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.31% | 64.34%-51.0pp | 71.41%-58.1pp | 345.43%-332.1pp |
| Employer contribution / active EE | $2,220 | $5,262-57.8% | $4,736-53.1% | $4,764-53.4% |
| Participant deferral / active EE | $14,283 | $7,111+100.9% | $6,710+112.9% | $5,851+144.1% |
| Admin fee / account holder | $1,323 | $12,125-89.1% | $10,264-87.1% | $11,599-88.6% |