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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 | $48,839 | $197,637-75.3% | $177,848-72.5% | $158,982-69.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1.57% | 58.77%-57.2pp | 48.33%-46.8pp | 302.99%-301.4pp |
| Employer contribution / active EE | $3,810 | $6,698-43.1% | $5,919-35.6% | $4,763-20.0% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $510 | $15,406-96.7% | $12,431-95.9% | $11,252-95.5% |