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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 | $72,762 | $183,516-60.4% | $155,534-53.2% | $145,884-50.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.54% | 61.43%-54.9pp | 64.92%-58.4pp | 551.85%-545.3pp |
| Employer contribution / active EE | $5,000 | $5,315-5.9% | $4,675+7.0% | $4,662+7.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,421 | $19,293-71.9% | $15,900-65.9% | $13,392-59.5% |