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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 | $51,750 | $217,432-76.2% | $185,849-72.2% | $167,536-69.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.20% | 148.42%-144.2pp | 122.10%-117.9pp | 478.82%-474.6pp |
| Employer contribution / active EE | $3,646 | $5,875-37.9% | $5,169-29.5% | $4,839-24.7% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $950 | $19,818-95.2% | $16,244-94.2% | $12,315-92.3% |