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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 | $68,036 | $45,041+51.1% | $63,003+8.0% | $70,131-3.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 9.62% | 18.76%-9.1pp | 87.59%-78.0pp | 73.14%-63.5pp |
| Employer contribution / active EE | $4,005 | $2,052+95.1% | $2,760+45.1% | $2,342+71.0% |
| Participant deferral / active EE | $3,434 | $2,465+39.3% | $3,329+3.2% | $3,332+3.1% |
| Admin fee / account holder | $28,837 | $2,836+917.0% | $3,600+701.0% | $4,645+520.8% |