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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 | $63,357 | $178,174-64.4% | $156,181-59.4% | $137,256-53.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 5.08% | 84.19%-79.1pp | 64.87%-59.8pp | 220.34%-215.3pp |
| Employer contribution / active EE | $1,885 | $4,972-62.1% | $4,294-56.1% | $4,156-54.6% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,113 | $17,404-87.9% | $14,586-85.5% | $12,270-82.8% |