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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 | $166,089-68.2% | $164,928-68.0% | $145,978-63.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.32% | 100.26%-92.9pp | 70.08%-62.8pp | 550.52%-543.2pp |
| Employer contribution / active EE | $4,311 | $5,276-18.3% | $4,343-0.8% | $4,662-7.5% |
| Participant deferral / active EE | $8,188 | $6,961+17.6% | $6,034+35.7% | $6,690+22.4% |
| Admin fee / account holder | $430,568 | $16,641+2487.5% | $12,684+3294.5% | $13,400+3113.1% |