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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 | $67,669 | $183,539-63.1% | $155,556-56.5% | $145,897-53.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.91% | 61.31%-56.4pp | 64.84%-59.9pp | 552.29%-547.4pp |
| Employer contribution / active EE | $1,377 | $5,315-74.1% | $4,675-70.5% | $4,663-70.5% |
| Participant deferral / active EE | $6,070 | $6,467-6.1% | $5,631+7.8% | $6,689-9.3% |
| Admin fee / account holder | $16,147 | $19,275-16.2% | $15,885+1.7% | $13,390+20.6% |