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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 | $63,856 | $223,823-71.5% | $211,142-69.8% | $154,746-58.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 8.79% | 50.39%-41.6pp | 46.84%-38.0pp | 172.34%-163.5pp |
| Employer contribution / active EE | $4,800 | $6,787-29.3% | $6,442-25.5% | $4,379+9.6% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,817 | $19,707-90.8% | $19,076-90.5% | $14,365-87.3% |