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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 | $54,093 | $185,141-70.8% | $153,416-64.7% | $155,188-65.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 2.97% | 18.72%-15.7pp | 17.84%-14.9pp | 148.84%-145.9pp |
| Employer contribution / active EE | $5,047 | $4,489+12.4% | $3,764+34.1% | $4,248+18.8% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $30,631 | $16,005+91.4% | $13,095+133.9% | $14,480+111.5% |