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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 | $62,521 | $103,038-39.3% | $90,324-30.8% | $152,909-59.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 1.57% | 95.25%-93.7pp | 78.15%-76.6pp | 345.46%-343.9pp |
| Employer contribution / active EE | $5,200 | $3,141+65.6% | $2,856+82.1% | $4,764+9.2% |
| Participant deferral / active EE | $11,689 | $4,282+173.0% | $3,885+200.8% | $5,851+99.8% |
| Admin fee / account holder | $7,325 | $6,177+18.6% | $5,356+36.8% | $11,601-36.9% |