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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 | $37,850 | $183,516-79.4% | $155,534-75.7% | $145,884-74.1% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 2.37% | 61.43%-59.1pp | 64.92%-62.5pp | 551.85%-549.5pp |
| Employer contribution / active EE | $3,531 | $5,315-33.6% | $4,675-24.5% | $4,662-24.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $654 | $19,293-96.6% | $15,900-95.9% | $13,392-95.1% |