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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 | $64,216 | $201,344-68.1% | $184,243-65.1% | $145,877-56.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.27% | 29.01%-22.7pp | 28.82%-22.5pp | 551.28%-545.0pp |
| Employer contribution / active EE | $7,800 | $7,022+11.1% | $6,427+21.4% | $4,663+67.3% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $549,409 | $16,382+3253.8% | $13,914+3848.7% | $13,402+3999.4% |