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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 | $147,489 | $185,312-20.4% | $161,489-8.7% | $154,746-4.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 0.11% | 103.84%-103.7pp | 89.72%-89.6pp | 172.34%-172.2pp |
| Employer contribution / active EE | $1,871 | $4,769-60.8% | $4,268-56.2% | $4,379-57.3% |
| Participant deferral / active EE | $2,870 | $6,350-54.8% | $5,630-49.0% | $6,730-57.4% |
| Admin fee / account holder | $728 | $18,654-96.1% | $16,006-95.5% | $14,365-94.9% |