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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 | $42,780 | $201,370-78.8% | $184,256-76.8% | $145,897-70.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1.44% | 29.05%-27.6pp | 28.85%-27.4pp | 552.29%-550.9pp |
| Employer contribution / active EE | $4,539 | $7,024-35.4% | $6,427-29.4% | $4,663-2.7% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $16,878 | $16,364+3.1% | $13,899+21.4% | $13,390+26.0% |