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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 | $42,293 | $90,509-53.3% | $78,693-46.3% | $273,968-84.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.55% | 75.61%-74.1pp | 62.18%-60.6pp | 41.45%-39.9pp |
| Employer contribution / active EE | $4,811 | $3,175+51.5% | $2,850+68.8% | $4,869-1.2% |
| Participant deferral / active EE | $7,611 | $3,901+95.1% | $3,517+116.4% | $5,287+44.0% |
| Admin fee / account holder | $12,788 | $5,264+142.9% | $4,511+183.5% | $10,132+26.2% |