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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 | $60,136 | $114,119-47.3% | $107,187-43.9% | $138,895-56.7% |
| Participation rate | 93.3% | 78.1%+15.3pp | 75.0%+18.3pp | 79.9%+13.4pp |
| Annual return | 10.76% | 273.21%-262.4pp | 204.55%-193.8pp | 145.39%-134.6pp |
| Employer contribution / active EE | $2,000 | $4,059-50.7% | $3,782-47.1% | $4,194-52.3% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $786 | $10,024-92.2% | $9,162-91.4% | $12,562-93.7% |