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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 | $75,327 | $162,136-53.5% | $152,301-50.5% | $154,746-51.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 4.21% | 91.02%-86.8pp | 80.50%-76.3pp | 172.34%-168.1pp |
| Employer contribution / active EE | $3,407 | $4,890-30.3% | $4,624-26.3% | $4,379-22.2% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,471 | $15,759-84.3% | $14,398-82.8% | $14,365-82.8% |