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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 | $60,349 | $90,509-33.3% | $78,693-23.3% | $273,968-78.0% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 1.08% | 75.61%-74.5pp | 62.18%-61.1pp | 41.45%-40.4pp |
| Employer contribution / active EE | $3,239 | $3,175+2.0% | $2,850+13.7% | $4,869-33.5% |
| Participant deferral / active EE | $4,664 | $3,901+19.5% | $3,517+32.6% | $5,287-11.8% |
| Admin fee / account holder | $41,631 | $5,264+690.9% | $4,511+822.9% | $10,132+310.9% |