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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 | $28,152 | $132,634-78.8% | $115,768-75.7% | $137,256-79.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 5.18% | 160.70%-155.5pp | 100.46%-95.3pp | 220.34%-215.2pp |
| Employer contribution / active EE | $5,678 | $3,360+69.0% | $2,940+93.1% | $4,156+36.6% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $551 | $15,028-96.3% | $12,439-95.6% | $12,270-95.5% |