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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 | $73,271 | $90,486-19.0% | $78,676-6.9% | $273,972-73.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -1.10% | 75.62%-76.7pp | 62.19%-63.3pp | 41.46%-42.6pp |
| Employer contribution / active EE | $1,788 | $3,175-43.7% | $2,850-37.3% | $4,869-63.3% |
| Participant deferral / active EE | $995 | $3,901-74.5% | $3,517-71.7% | $5,287-81.2% |
| Admin fee / account holder | $667 | $5,263-87.3% | $4,510-85.2% | $10,133-93.4% |