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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 | $23,426 | $110,379-78.8% | $102,412-77.1% | $145,884-83.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.97% | 24.84%-20.9pp | 24.94%-21.0pp | 551.85%-547.9pp |
| Employer contribution / active EE | $17,604 | $4,216+317.5% | $3,870+354.9% | $4,662+277.6% |
| Participant deferral / active EE | $2,500 | $5,622-55.5% | $5,060-50.6% | $6,690-62.6% |
| Admin fee / account holder | $58,859 | $9,745+504.0% | $8,388+601.7% | $13,392+339.5% |