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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 | $102,978-39.3% | $90,287-30.8% | $152,870-59.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 1.57% | 95.17%-93.6pp | 78.10%-76.5pp | 345.34%-343.8pp |
| Employer contribution / active EE | $5,200 | $3,139+65.7% | $2,855+82.2% | $4,763+9.2% |
| Participant deferral / active EE | $11,689 | $4,281+173.0% | $3,885+200.9% | $5,850+99.8% |
| Admin fee / account holder | $7,325 | $6,171+18.7% | $5,351+36.9% | $11,597-36.8% |