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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 | $201,264-68.1% | $184,185-65.1% | $145,978-56.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.27% | 29.00%-22.7pp | 28.81%-22.5pp | 550.52%-544.2pp |
| Employer contribution / active EE | $7,800 | $7,021+11.1% | $6,426+21.4% | $4,662+67.3% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $549,409 | $16,376+3255.0% | $13,909+3850.0% | $13,400+4000.0% |