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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 | $33,944 | $129,737-73.8% | $119,126-71.5% | $154,746-78.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 6.19% | 379.08%-372.9pp | 282.11%-275.9pp | 172.34%-166.2pp |
| Employer contribution / active EE | $2,954 | $4,375-32.5% | $4,034-26.8% | $4,379-32.6% |
| Participant deferral / active EE | $3,034 | $5,842-48.1% | $5,318-43.0% | $6,730-54.9% |
| Admin fee / account holder | $493 | $11,961-95.9% | $10,693-95.4% | $14,365-96.6% |