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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 | $70,963 | $103,392-31.4% | $87,104-18.5% | $152,897-53.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 6.39% | 28.10%-21.7pp | 28.19%-21.8pp | 345.43%-339.0pp |
| Employer contribution / active EE | $9,333 | $3,221+189.8% | $2,521+270.2% | $4,764+95.9% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,988 | $12,194+6.5% | $7,491+73.4% | $11,599+12.0% |