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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 | $182,195 | $74,879,922-99.8% | $40,145,923-99.5% | $273,972-33.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | -1.85% | 2.55%-4.4pp | 5.24%-7.1pp | 41.46%-43.3pp |
| Employer contribution / active EE | $6,292 | $2,350+167.7% | $1,844+241.3% | $4,869+29.2% |
| Participant deferral / active EE | $7,030 | $2,962+137.3% | $2,591+171.4% | $5,287+33.0% |
| Admin fee / account holder | $2,607 | $3,725-30.0% | $2,903-10.2% | $10,133-74.3% |