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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 | $65,830 | $228,352-71.2% | $185,835-64.6% | $158,966-58.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -0.25% | 40.81%-41.1pp | 35.96%-36.2pp | 302.95%-303.2pp |
| Employer contribution / active EE | $1,702 | $4,967-65.7% | $4,087-58.4% | $4,762-64.3% |
| Participant deferral / active EE | $2,441 | $6,416-62.0% | $5,633-56.7% | $5,983-59.2% |
| Admin fee / account holder | $4,352 | $11,867-63.3% | $9,502-54.2% | $11,250-61.3% |