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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 | $61,511 | $148,623-58.6% | $135,974-54.8% | $139,466-55.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.78% | 79.30%-72.5pp | 68.30%-61.5pp | 373.66%-366.9pp |
| Employer contribution / active EE | $24,462 | $5,246+366.3% | $4,859+403.4% | $4,754+414.6% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $30,600 | $12,406+146.7% | $10,767+184.2% | $11,409+168.2% |