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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 | $54,004 | $162,136-66.7% | $152,301-64.5% | $154,746-65.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 1.46% | 91.02%-89.6pp | 80.50%-79.0pp | 172.34%-170.9pp |
| Employer contribution / active EE | $1,111 | $4,890-77.3% | $4,624-76.0% | $4,379-74.6% |
| Participant deferral / active EE | $11,433 | $8,341+37.1% | $8,004+42.8% | $6,730+69.9% |
| Admin fee / account holder | $6,900 | $15,759-56.2% | $14,398-52.1% | $14,365-52.0% |