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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 | $22,192 | $157,296-85.9% | $141,191-84.3% | $152,897-85.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 1.30% | 64.34%-63.0pp | 71.41%-70.1pp | 345.43%-344.1pp |
| Employer contribution / active EE | $6,224 | $5,262+18.3% | $4,736+31.4% | $4,764+30.7% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,378 | $12,125-39.1% | $10,264-28.1% | $11,599-36.4% |