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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 | $74,459 | $142,430-47.7% | $115,170-35.3% | $152,897-51.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 1.46% | 41.48%-40.0pp | 35.60%-34.1pp | 345.43%-344.0pp |
| Employer contribution / active EE | $2,611 | $4,011-34.9% | $3,179-17.9% | $4,764-45.2% |
| Participant deferral / active EE | $3,945 | $5,165-23.6% | $4,169-5.4% | $5,851-32.6% |
| Admin fee / account holder | $4,872 | $8,464-42.4% | $7,089-31.3% | $11,599-58.0% |