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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 | $61,553 | $217,432-71.7% | $185,849-66.9% | $167,536-63.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 2.51% | 148.42%-145.9pp | 122.10%-119.6pp | 478.82%-476.3pp |
| Employer contribution / active EE | $2,673 | $5,875-54.5% | $5,169-48.3% | $4,839-44.8% |
| Participant deferral / active EE | $6,396 | $6,357+0.6% | $5,569+14.9% | $6,342+0.8% |
| Admin fee / account holder | $570 | $19,818-97.1% | $16,244-96.5% | $12,315-95.4% |