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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 | $59,739 | $185,312-67.8% | $161,489-63.0% | $154,746-61.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 3.86% | 103.84%-100.0pp | 89.72%-85.9pp | 172.34%-168.5pp |
| Employer contribution / active EE | $1,250 | $4,769-73.8% | $4,268-70.7% | $4,379-71.5% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,549 | $18,654-64.9% | $16,006-59.1% | $14,365-54.4% |