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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 | $18,191 | $162,529-88.8% | $130,788-86.1% | $154,746-88.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 5.51% | 510.48%-505.0pp | 386.44%-380.9pp | 172.34%-166.8pp |
| Employer contribution / active EE | $6,956 | $4,447+56.4% | $3,558+95.5% | $4,379+58.8% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $25,010 | $7,669+226.1% | $6,673+274.8% | $14,365+74.1% |