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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 | $59,513 | $225,673-73.6% | $203,872-70.8% | $155,188-61.7% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 2.11% | 95.91%-93.8pp | 85.11%-83.0pp | 148.84%-146.7pp |
| Employer contribution / active EE | $1,923 | $4,099-53.1% | $3,757-48.8% | $4,248-54.7% |
| Participant deferral / active EE | $3,000 | $6,893-56.5% | $6,388-53.0% | $6,531-54.1% |
| Admin fee / account holder | $20,835 | $12,327+69.0% | $11,730+77.6% | $14,480+43.9% |