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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 | $67,522 | $157,296-57.1% | $141,191-52.2% | $152,897-55.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.50% | 64.34%-53.8pp | 71.41%-60.9pp | 345.43%-334.9pp |
| Employer contribution / active EE | $5,489 | $5,262+4.3% | $4,736+15.9% | $4,764+15.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,288 | $12,125-48.1% | $10,264-38.7% | $11,599-45.8% |