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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 | $54,779 | $201,372-72.8% | $184,260-70.3% | $145,884-62.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 29.04%-29.0pp | 28.84%-28.8pp | 551.85%-551.8pp |
| Employer contribution / active EE | $6,953 | $7,024-1.0% | $6,427+8.2% | $4,662+49.1% |
| Participant deferral / active EE | $9,432 | $9,808-3.8% | $9,133+3.3% | $6,690+41.0% |
| Admin fee / account holder | $1,783 | $16,362-89.1% | $13,898-87.2% | $13,392-86.7% |