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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 | $140,386 | $157,296-10.8% | $141,191-0.6% | $152,897-8.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.32% | 64.34%-61.0pp | 71.41%-68.1pp | 345.43%-342.1pp |
| Employer contribution / active EE | $3,217 | $5,262-38.9% | $4,736-32.1% | $4,764-32.5% |
| Participant deferral / active EE | $3,574 | $7,111-49.7% | $6,710-46.7% | $5,851-38.9% |
| Admin fee / account holder | $2,010 | $12,125-83.4% | $10,264-80.4% | $11,599-82.7% |