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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 | $61,963 | $201,344-69.2% | $184,243-66.4% | $145,877-57.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.48% | 29.01%-22.5pp | 28.82%-22.3pp | 551.28%-544.8pp |
| Employer contribution / active EE | $14,866 | $7,022+111.7% | $6,427+131.3% | $4,663+218.8% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $13,871 | $16,382-15.3% | $13,914-0.3% | $13,402+3.5% |