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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 | $196,972-60.3% | $182,262-57.1% | $198,609-60.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 3.31% | 158.27%-155.0pp | 140.60%-137.3pp | 202.70%-199.4pp |
| Employer contribution / active EE | $2,415 | $5,364-55.0% | $5,046-52.1% | $5,055-52.2% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,535 | $18,429-75.4% | $16,712-72.9% | $19,030-76.2% |