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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 | $51,019 | $148,629-65.7% | $135,982-62.5% | $139,487-63.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 1.12% | 79.33%-78.2pp | 68.32%-67.2pp | 373.84%-372.7pp |
| Employer contribution / active EE | $2,008 | $5,247-61.7% | $4,859-58.7% | $4,755-57.8% |
| Participant deferral / active EE | $5,745 | $8,102-29.1% | $7,760-26.0% | $6,713-14.4% |
| Admin fee / account holder | $1,887 | $12,406-84.8% | $10,767-82.5% | $11,407-83.5% |