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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 | $53,039 | $129,737-59.1% | $119,126-55.5% | $154,746-65.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 9.25% | 379.08%-369.8pp | 282.11%-272.9pp | 172.34%-163.1pp |
| Employer contribution / active EE | $3,947 | $4,375-9.8% | $4,034-2.1% | $4,379-9.9% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,749 | $11,961-85.4% | $10,693-83.6% | $14,365-87.8% |