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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 | $61,882 | $136,860-54.8% | $120,344-48.6% | $154,746-60.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 2.56% | 21.38%-18.8pp | 20.30%-17.7pp | 172.34%-169.8pp |
| Employer contribution / active EE | $30,567 | $3,533+765.2% | $3,020+912.1% | $4,379+598.0% |
| Participant deferral / active EE | $30,750 | $5,793+430.8% | $5,135+498.9% | $6,730+356.9% |
| Admin fee / account holder | $72,960 | $15,393+374.0% | $12,742+472.6% | $14,365+407.9% |