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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 | $38,420 | $157,296-75.6% | $141,191-72.8% | $152,897-74.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.13% | 64.34%-61.2pp | 71.41%-68.3pp | 345.43%-342.3pp |
| Employer contribution / active EE | $3,256 | $5,262-38.1% | $4,736-31.2% | $4,764-31.6% |
| Participant deferral / active EE | $2,897 | $7,111-59.3% | $6,710-56.8% | $5,851-50.5% |
| Admin fee / account holder | $29,296 | $12,125+141.6% | $10,264+185.4% | $11,599+152.6% |