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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 | $79,256 | $118,877-33.3% | $96,570-17.9% | $167,536-52.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 3.81% | 50.50%-46.7pp | 37.79%-34.0pp | 478.82%-475.0pp |
| Employer contribution / active EE | $2,640 | $3,121-15.4% | $2,357+12.0% | $4,839-45.5% |
| Participant deferral / active EE | $4,437 | $4,617-3.9% | $3,849+15.3% | $6,342-30.0% |
| Admin fee / account holder | $3,064 | $8,069-62.0% | $6,182-50.4% | $12,315-75.1% |