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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 | $103,364 | $123,155-16.1% | $108,753-5.0% | $155,188-33.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 2.83% | 44.73%-41.9pp | 37.47%-34.6pp | 148.84%-146.0pp |
| Employer contribution / active EE | $5,910 | $2,811+110.2% | $2,427+143.6% | $4,248+39.1% |
| Participant deferral / active EE | $7,235 | $4,623+56.5% | $4,115+75.8% | $6,531+10.8% |
| Admin fee / account holder | $1,950 | $12,126-83.9% | $10,320-81.1% | $14,480-86.5% |