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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 | $45,312 | $176,838-74.4% | $146,685-69.1% | $167,518-73.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.56% | 24.04%-19.5pp | 22.75%-18.2pp | 478.71%-474.1pp |
| Employer contribution / active EE | $7,500 | $5,161+45.3% | $4,137+81.3% | $4,838+55.0% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $362 | $13,262-97.3% | $10,281-96.5% | $12,312-97.1% |