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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 | $52,465 | $91,559-42.7% | $133,978-60.8% | $79,856-34.3% |
| Participation rate | 96.9% | 73.3%+23.5pp | 79.8%+17.0pp | 69.6%+27.2pp |
| Annual return | 1.42% | 61.85%-60.4pp | 45.10%-43.7pp | 31.71%-30.3pp |
| Employer contribution / active EE | $6,660 | $2,384+179.4% | $3,919+70.0% | $2,471+169.5% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $635 | $6,321-89.9% | $8,930-92.9% | $5,306-88.0% |