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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 | $53,515 | $197,603-72.9% | $177,827-69.9% | $158,950-66.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1.49% | 58.76%-57.3pp | 48.32%-46.8pp | 302.91%-301.4pp |
| Employer contribution / active EE | $6,248 | $6,698-6.7% | $5,918+5.6% | $4,762+31.2% |
| Participant deferral / active EE | $0 | $8,404-100.0% | $7,713-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,256 | $15,402-91.8% | $12,429-89.9% | $11,248-88.8% |