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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 | $56,265 | $135,956-58.6% | $123,894-54.6% | $273,972-79.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.17% | 56.63%-54.5pp | 47.52%-45.3pp | 41.46%-39.3pp |
| Employer contribution / active EE | $6,230 | $5,170+20.5% | $4,617+34.9% | $4,869+27.9% |
| Participant deferral / active EE | $9,000 | $6,343+41.9% | $5,984+50.4% | $5,287+70.2% |
| Admin fee / account holder | $815 | $9,817-91.7% | $8,357-90.3% | $10,133-92.0% |