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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 | $20,075 | $183,539-89.1% | $155,556-87.1% | $145,897-86.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.01% | 61.31%-58.3pp | 64.84%-61.8pp | 552.29%-549.3pp |
| Employer contribution / active EE | $12,213 | $5,315+129.8% | $4,675+161.2% | $4,663+161.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,048 | $19,275-94.6% | $15,885-93.4% | $13,390-92.2% |