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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 | $49,422 | $157,276-68.6% | $141,177-65.0% | $152,885-67.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.55% | 64.33%-59.8pp | 71.40%-66.9pp | 345.39%-340.8pp |
| Employer contribution / active EE | $3,214 | $5,262-38.9% | $4,736-32.1% | $4,763-32.5% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $524 | $12,123-95.7% | $10,263-94.9% | $11,598-95.5% |