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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 | $66,054 | $209,336-68.4% | $197,124-66.5% | $137,256-51.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 4.75% | 48.09%-43.3pp | 44.34%-39.6pp | 220.34%-215.6pp |
| Employer contribution / active EE | $2,949 | $6,591-55.3% | $6,227-52.6% | $4,156-29.0% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,787 | $17,308-72.3% | $16,298-70.6% | $12,270-61.0% |