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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 | $93,362 | $212,386-56.0% | $199,883-53.3% | $138,895-32.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 2.28% | 47.75%-45.5pp | 43.81%-41.5pp | 145.39%-143.1pp |
| Employer contribution / active EE | $1,429 | $6,625-78.4% | $6,261-77.2% | $4,194-65.9% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $26,363 | $18,233+44.6% | $17,268+52.7% | $12,562+109.9% |