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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 | $74,817 | $77,449-3.4% | $69,483+7.7% | $152,909-51.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 2.05% | 39.09%-37.0pp | 28.99%-26.9pp | 345.46%-343.4pp |
| Employer contribution / active EE | $7,663 | $3,316+131.1% | $2,780+175.7% | $4,764+60.9% |
| Participant deferral / active EE | $3,424 | $4,415-22.4% | $3,537-3.2% | $5,851-41.5% |
| Admin fee / account holder | $30,431 | $6,210+390.0% | $3,841+692.3% | $11,601+162.3% |