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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 | $59,270 | $157,304-62.3% | $141,197-58.0% | $152,909-61.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.59% | 64.34%-54.8pp | 71.41%-61.8pp | 345.46%-335.9pp |
| Employer contribution / active EE | $30,408 | $5,263+477.8% | $4,736+542.0% | $4,764+538.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,740 | $12,126-69.2% | $10,265-63.6% | $11,601-67.8% |