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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 | $56,765 | $289,211-80.4% | $260,467-78.2% | $198,609-71.4% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 0.94% | 112.90%-112.0pp | 100.60%-99.7pp | 202.70%-201.8pp |
| Employer contribution / active EE | $2,941 | $4,663-36.9% | $4,239-30.6% | $5,055-41.8% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,790 | $16,236-89.0% | $15,461-88.4% | $19,030-90.6% |