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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 | $74,625 | $167,415-55.4% | $140,514-46.9% | $198,609-62.4% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 1.58% | 13.85%-12.3pp | 14.36%-12.8pp | 202.70%-201.1pp |
| Employer contribution / active EE | $4,546 | $4,088+11.2% | $3,378+34.6% | $5,055-10.1% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $21,873 | $16,730+30.7% | $13,697+59.7% | $19,030+14.9% |