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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 | $52,255 | $157,304-66.8% | $141,197-63.0% | $152,909-65.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.72% | 64.34%-52.6pp | 71.41%-59.7pp | 345.46%-333.7pp |
| Employer contribution / active EE | $2,579 | $5,263-51.0% | $4,736-45.6% | $4,764-45.9% |
| Participant deferral / active EE | $5,593 | $7,111-21.3% | $6,710-16.7% | $5,851-4.4% |
| Admin fee / account holder | $1,261 | $12,126-89.6% | $10,265-87.7% | $11,601-89.1% |