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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 | $68,780 | $148,623-53.7% | $135,974-49.4% | $139,466-50.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.37% | 79.30%-70.9pp | 68.30%-59.9pp | 373.66%-365.3pp |
| Employer contribution / active EE | $4,456 | $5,246-15.1% | $4,859-8.3% | $4,754-6.3% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,095 | $12,406-83.1% | $10,767-80.5% | $11,409-81.6% |