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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 | $62,868 | $165,399-62.0% | $149,745-58.0% | $158,982-60.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.52% | 348.34%-345.8pp | 276.72%-274.2pp | 302.99%-300.5pp |
| Employer contribution / active EE | $4,348 | $5,105-14.8% | $4,646-6.4% | $4,763-8.7% |
| Participant deferral / active EE | $7,503 | $7,183+4.5% | $6,843+9.6% | $5,983+25.4% |
| Admin fee / account holder | $5,333 | $10,811-50.7% | $9,312-42.7% | $11,252-52.6% |