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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 | $32,360 | $157,296-79.4% | $141,191-77.1% | $152,897-78.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.70% | 64.34%-63.6pp | 71.41%-70.7pp | 345.43%-344.7pp |
| Employer contribution / active EE | $6,678 | $5,262+26.9% | $4,736+41.0% | $4,764+40.2% |
| Participant deferral / active EE | $7,587 | $7,111+6.7% | $6,710+13.1% | $5,851+29.7% |
| Admin fee / account holder | $3,539 | $12,125-70.8% | $10,264-65.5% | $11,599-69.5% |