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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 | $52,289 | $165,361-68.4% | $149,715-65.1% | $158,950-67.1% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 2.61% | 348.24%-345.6pp | 276.66%-274.1pp | 302.91%-300.3pp |
| Employer contribution / active EE | $3,391 | $5,103-33.6% | $4,645-27.0% | $4,762-28.8% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $854 | $10,808-92.1% | $9,310-90.8% | $11,248-92.4% |