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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 | $58,479 | $223,823-73.9% | $211,142-72.3% | $154,746-62.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 3.46% | 50.39%-46.9pp | 46.84%-43.4pp | 172.34%-168.9pp |
| Employer contribution / active EE | $2,849 | $6,787-58.0% | $6,442-55.8% | $4,379-34.9% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10,582 | $19,707-46.3% | $19,076-44.5% | $14,365-26.3% |