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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 | $52,526 | $157,304-66.6% | $141,197-62.8% | $152,909-65.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.70% | 64.34%-60.6pp | 71.41%-67.7pp | 345.46%-341.8pp |
| Employer contribution / active EE | $6,708 | $5,263+27.5% | $4,736+41.6% | $4,764+40.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,501 | $12,126-87.6% | $10,265-85.4% | $11,601-87.1% |