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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 | $52,827 | $166,268-68.2% | $165,100-68.0% | $145,897-63.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.32% | 100.52%-93.2pp | 70.21%-62.9pp | 552.29%-545.0pp |
| Employer contribution / active EE | $4,311 | $5,284-18.4% | $4,348-0.9% | $4,663-7.5% |
| Participant deferral / active EE | $8,188 | $6,964+17.6% | $6,035+35.7% | $6,689+22.4% |
| Admin fee / account holder | $430,568 | $16,659+2484.6% | $12,696+3291.5% | $13,390+3115.5% |