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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 | $32,348 | $156,398-79.3% | $147,318-78.0% | $138,895-76.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 3.86% | 78.75%-74.9pp | 70.43%-66.6pp | 145.39%-141.5pp |
| Employer contribution / active EE | $6,750 | $4,853+39.1% | $4,593+47.0% | $4,194+60.9% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,023,576 | $14,976+6734.9% | $13,708+7367.2% | $12,562+8048.1% |