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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 | $69,081 | $154,228-55.2% | $145,433-52.5% | $137,256-49.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 1.53% | 74.59%-73.1pp | 66.58%-65.0pp | 220.34%-218.8pp |
| Employer contribution / active EE | $30,692 | $4,804+538.9% | $4,554+573.9% | $4,156+638.5% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,631 | $14,344-60.7% | $13,129-57.1% | $12,270-54.1% |