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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 | $24,291 | $110,337-78.0% | $102,383-76.3% | $145,877-83.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.72% | 24.83%-18.1pp | 24.94%-18.2pp | 551.28%-544.6pp |
| Employer contribution / active EE | $8,012 | $4,216+90.0% | $3,870+107.0% | $4,663+71.8% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,590 | $9,750-73.4% | $8,391-69.1% | $13,402-80.7% |