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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 | $77,624 | $103,000-24.6% | $90,300-14.0% | $152,885-49.2% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 1.29% | 95.19%-93.9pp | 78.11%-76.8pp | 345.39%-344.1pp |
| Employer contribution / active EE | $2,593 | $3,138-17.4% | $2,854-9.1% | $4,763-45.6% |
| Participant deferral / active EE | $7,678 | $4,281+79.4% | $3,884+97.7% | $5,851+31.2% |
| Admin fee / account holder | $14,211 | $6,173+130.2% | $5,353+165.5% | $11,598+22.5% |