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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 | $201,264-69.2% | $184,185-66.4% | $145,978-57.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.48% | 29.00%-22.5pp | 28.81%-22.3pp | 550.52%-544.0pp |
| Employer contribution / active EE | $14,866 | $7,021+111.7% | $6,426+131.3% | $4,662+218.9% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $13,871 | $16,376-15.3% | $13,909-0.3% | $13,400+3.5% |