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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 | $47,209 | $157,304-70.0% | $141,197-66.6% | $152,909-69.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.30% | 64.34%-50.0pp | 71.41%-57.1pp | 345.46%-331.2pp |
| Employer contribution / active EE | $4,279 | $5,263-18.7% | $4,736-9.7% | $4,764-10.2% |
| Participant deferral / active EE | $3,460 | $7,111-51.3% | $6,710-48.4% | $5,851-40.9% |
| Admin fee / account holder | $1,628 | $12,126-86.6% | $10,265-84.1% | $11,601-86.0% |