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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 | $78,835 | $227,291-65.3% | $214,702-63.3% | $155,188-49.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 1.69% | 60.08%-58.4pp | 54.55%-52.9pp | 148.84%-147.1pp |
| Employer contribution / active EE | $8,221 | $6,772+21.4% | $6,461+27.2% | $4,248+93.5% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,228 | $20,413-89.1% | $19,830-88.8% | $14,480-84.6% |