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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 | $82,388 | $227,566-63.8% | $189,558-56.5% | $167,518-50.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 2.42% | 78.43%-76.0pp | 64.19%-61.8pp | 478.71%-476.3pp |
| Employer contribution / active EE | $2,436 | $5,316-54.2% | $4,412-44.8% | $4,838-49.6% |
| Participant deferral / active EE | $9,373 | $7,002+33.9% | $6,174+51.8% | $6,342+47.8% |
| Admin fee / account holder | $16,841 | $11,881+41.7% | $9,809+71.7% | $12,312+36.8% |