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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 | $42,557 | $91,552-53.5% | $133,956-68.2% | $79,860-46.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 1.62% | 61.85%-60.2pp | 45.09%-43.5pp | 31.72%-30.1pp |
| Employer contribution / active EE | $2,416 | $2,384+1.4% | $3,919-38.3% | $2,471-2.2% |
| Participant deferral / active EE | $1,859 | $3,733-50.2% | $5,048-63.2% | $3,740-50.3% |
| Admin fee / account holder | $5,257 | $6,321-16.8% | $8,927-41.1% | $5,306-0.9% |