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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 | $71,484 | $39,132+82.7% | $57,196+25.0% | $62,881+13.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -0.08% | 9.24%-9.3pp | 14.59%-14.7pp | 20.14%-20.2pp |
| Employer contribution / active EE | $5,572 | $1,874+197.4% | $2,683+107.7% | $2,281+144.3% |
| Participant deferral / active EE | $6,227 | $2,374+162.3% | $3,096+101.1% | $3,203+94.4% |
| Admin fee / account holder | $527 | $2,594-79.7% | $3,141-83.2% | $4,296-87.7% |