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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 | $124,425-50.3% | $112,040-44.8% | $137,256-54.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 2.56% | 24.72%-22.2pp | 24.52%-22.0pp | 220.34%-217.8pp |
| Employer contribution / active EE | $30,567 | $3,411+796.0% | $2,954+934.8% | $4,156+635.5% |
| Participant deferral / active EE | $30,750 | $5,718+437.7% | $5,098+503.2% | $6,407+380.0% |
| Admin fee / account holder | $72,960 | $15,207+379.8% | $12,098+503.1% | $12,270+494.6% |