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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 | $50,801 | $223,823-77.3% | $211,142-75.9% | $154,746-67.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 1.66% | 50.39%-48.7pp | 46.84%-45.2pp | 172.34%-170.7pp |
| Employer contribution / active EE | $3,976 | $6,787-41.4% | $6,442-38.3% | $4,379-9.2% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,934 | $19,707-80.0% | $19,076-79.4% | $14,365-72.6% |