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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 | $56,962 | $209,874-72.9% | $189,537-69.9% | $167,536-66.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.53% | 748.61%-748.1pp | 555.34%-554.8pp | 478.82%-478.3pp |
| Employer contribution / active EE | $2,634 | $6,913-61.9% | $6,161-57.2% | $4,839-45.6% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $12,301 | $14,299-14.0% | $12,048+2.1% | $12,315-0.1% |