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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 | $87,333 | $165,361-47.2% | $149,715-41.7% | $158,950-45.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.49% | 348.24%-341.7pp | 276.66%-270.2pp | 302.91%-296.4pp |
| Employer contribution / active EE | $2,868 | $5,103-43.8% | $4,645-38.2% | $4,762-39.8% |
| Participant deferral / active EE | $3,415 | $7,182-52.4% | $6,842-50.1% | $5,983-42.9% |
| Admin fee / account holder | $801 | $10,808-92.6% | $9,310-91.4% | $11,248-92.9% |