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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 | $58,420 | $102,638-43.1% | $81,982-28.7% | $158,982-63.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 1.16% | 61.05%-59.9pp | 41.31%-40.2pp | 302.99%-301.8pp |
| Employer contribution / active EE | $2,677 | $3,241-17.4% | $2,498+7.2% | $4,763-43.8% |
| Participant deferral / active EE | $1,338 | $4,649-71.2% | $3,722-64.1% | $5,983-77.6% |
| Admin fee / account holder | $2,889 | $8,237-64.9% | $5,665-49.0% | $11,252-74.3% |