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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 | $57,047 | $157,276-63.7% | $141,177-59.6% | $152,885-62.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.30% | 64.33%-51.0pp | 71.40%-58.1pp | 345.39%-332.1pp |
| Employer contribution / active EE | $2,606 | $5,262-50.5% | $4,736-45.0% | $4,763-45.3% |
| Participant deferral / active EE | $5,790 | $7,110-18.6% | $6,710-13.7% | $5,851-1.0% |
| Admin fee / account holder | $392 | $12,123-96.8% | $10,263-96.2% | $11,598-96.6% |