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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 | $67,107 | $185,312-63.8% | $161,489-58.4% | $154,746-56.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 6.07% | 103.84%-97.8pp | 89.72%-83.7pp | 172.34%-166.3pp |
| Employer contribution / active EE | $29,337 | $4,769+515.1% | $4,268+587.3% | $4,379+569.9% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $311,254 | $18,654+1568.5% | $16,006+1844.7% | $14,365+2066.7% |