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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 | $48,055 | $157,304-69.5% | $141,197-66.0% | $152,909-68.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 2.75% | 64.34%-61.6pp | 71.41%-68.7pp | 345.46%-342.7pp |
| Employer contribution / active EE | $20,195 | $5,263+283.7% | $4,736+326.4% | $4,764+323.9% |
| Participant deferral / active EE | $12,500 | $7,111+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $30,789 | $12,126+153.9% | $10,265+199.9% | $11,601+165.4% |