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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 | $99,827 | $157,276-36.5% | $141,177-29.3% | $152,885-34.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.66% | 64.33%-56.7pp | 71.40%-63.7pp | 345.39%-337.7pp |
| Employer contribution / active EE | $17,318 | $5,262+229.1% | $4,736+265.7% | $4,763+263.6% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,951 | $12,123-9.7% | $10,263+6.7% | $11,598-5.6% |