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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 | $60,698 | $148,623-59.2% | $135,974-55.4% | $139,466-56.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.17% | 79.30%-70.1pp | 68.30%-59.1pp | 373.66%-364.5pp |
| Employer contribution / active EE | $2,310 | $5,246-56.0% | $4,859-52.5% | $4,754-51.4% |
| Participant deferral / active EE | $4,210 | $8,103-48.0% | $7,760-45.7% | $6,712-37.3% |
| Admin fee / account holder | $580 | $12,406-95.3% | $10,767-94.6% | $11,409-94.9% |