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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 | $45,050+51.0% | $63,018+8.0% | $70,126-3.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 9.62% | 18.76%-9.1pp | 87.62%-78.0pp | 73.15%-63.5pp |
| Employer contribution / active EE | $4,005 | $2,052+95.2% | $2,761+45.1% | $2,343+71.0% |
| Participant deferral / active EE | $3,434 | $2,466+39.3% | $3,330+3.1% | $3,332+3.1% |
| Admin fee / account holder | $28,837 | $2,834+917.6% | $3,601+700.9% | $4,645+520.8% |