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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 | $67,411 | $217,432-69.0% | $185,851-63.7% | $167,553-59.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.17% | 148.43%-143.3pp | 122.11%-116.9pp | 478.89%-473.7pp |
| Employer contribution / active EE | $1,523 | $5,874-74.1% | $5,168-70.5% | $4,840-68.5% |
| Participant deferral / active EE | $3,915 | $6,357-38.4% | $5,569-29.7% | $6,343-38.3% |
| Admin fee / account holder | $1,813 | $19,820-90.9% | $16,245-88.8% | $12,316-85.3% |