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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 | $227,291-74.3% | $214,702-72.8% | $155,188-62.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 3.46% | 60.08%-56.6pp | 54.55%-51.1pp | 148.84%-145.4pp |
| Employer contribution / active EE | $2,849 | $6,772-57.9% | $6,461-55.9% | $4,248-32.9% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $10,582 | $20,413-48.2% | $19,830-46.6% | $14,480-26.9% |