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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 | $62,446 | $90,504-31.0% | $78,690-20.6% | $273,965-77.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.54% | 75.61%-76.1pp | 62.18%-62.7pp | 41.45%-42.0pp |
| Employer contribution / active EE | $5,366 | $3,176+69.0% | $2,851+88.2% | $4,869+10.2% |
| Participant deferral / active EE | $3,512 | $3,901-10.0% | $3,517-0.1% | $5,287-33.6% |
| Admin fee / account holder | $8,486 | $5,263+61.2% | $4,511+88.1% | $10,132-16.2% |