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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 | $50,807 | $176,794-71.3% | $146,647-65.4% | $167,553-69.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.49% | 24.04%-23.5pp | 22.75%-22.3pp | 478.89%-478.4pp |
| Employer contribution / active EE | $6,353 | $5,161+23.1% | $4,137+53.6% | $4,840+31.3% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $17,628 | $13,262+32.9% | $10,281+71.5% | $12,316+43.1% |