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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 | $64,248 | $152,587-57.9% | $125,175-48.7% | $152,870-58.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 2.40% | 54.84%-52.4pp | 43.79%-41.4pp | 345.34%-342.9pp |
| Employer contribution / active EE | $2,500 | $4,946-49.5% | $3,865-35.3% | $4,763-47.5% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $3,782 | $13,434-71.8% | $9,702-61.0% | $11,597-67.4% |