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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 | $78,210 | $154,228-49.3% | $145,433-46.2% | $137,256-43.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.31% | 74.59%-71.3pp | 66.58%-63.3pp | 220.34%-217.0pp |
| Employer contribution / active EE | $2,415 | $4,804-49.7% | $4,554-47.0% | $4,156-41.9% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,535 | $14,344-68.4% | $13,129-65.5% | $12,270-63.0% |