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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 | $81,372 | $180,749-55.0% | $160,784-49.4% | $137,256-40.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 9.13% | 2234.46%-2225.3pp | 1803.92%-1794.8pp | 220.34%-211.2pp |
| Employer contribution / active EE | $3,012 | $4,155-27.5% | $3,733-19.3% | $4,156-27.5% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $702 | $10,397-93.3% | $9,717-92.8% | $12,270-94.3% |