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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 | $42,830 | $174,379-75.4% | $152,093-71.8% | $138,895-69.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 1.94% | 74.86%-72.9pp | 66.36%-64.4pp | 145.39%-143.5pp |
| Employer contribution / active EE | $4,350 | $4,652-6.5% | $4,175+4.2% | $4,194+3.7% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $10,452 | $16,880-38.1% | $14,497-27.9% | $12,562-16.8% |