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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 | $58,814 | $162,136-63.7% | $152,301-61.4% | $154,746-62.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 7.51% | 91.02%-83.5pp | 80.50%-73.0pp | 172.34%-164.8pp |
| Employer contribution / active EE | $20,202 | $4,890+313.1% | $4,624+336.9% | $4,379+361.3% |
| Participant deferral / active EE | $13,144 | $8,341+57.6% | $8,004+64.2% | $6,730+95.3% |
| Admin fee / account holder | $53,944 | $15,759+242.3% | $14,398+274.7% | $14,365+275.5% |