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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 | $55,882 | $132,634-57.9% | $115,768-51.7% | $137,256-59.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 5.62% | 160.70%-155.1pp | 100.46%-94.8pp | 220.34%-214.7pp |
| Employer contribution / active EE | $3,315 | $3,360-1.3% | $2,940+12.8% | $4,156-20.2% |
| Participant deferral / active EE | $11,167 | $5,619+98.7% | $4,917+127.1% | $6,407+74.3% |
| Admin fee / account holder | $1,257 | $15,028-91.6% | $12,439-89.9% | $12,270-89.8% |