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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 | $51,199 | $198,457-74.2% | $170,435-70.0% | $147,586-65.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.53% | 257.30%-252.8pp | 205.94%-201.4pp | 578.59%-574.1pp |
| Employer contribution / active EE | $6,341 | $6,183+2.5% | $5,432+16.7% | $4,876+30.0% |
| Participant deferral / active EE | $6,404 | $5,629+13.8% | $4,939+29.7% | $5,439+17.7% |
| Admin fee / account holder | $8,082 | $16,852-52.0% | $13,881-41.8% | $10,886-25.8% |