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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 | $40,887 | $157,304-74.0% | $141,197-71.0% | $152,909-73.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 6.66% | 64.34%-57.7pp | 71.41%-64.7pp | 345.46%-338.8pp |
| Employer contribution / active EE | $7,170 | $5,263+36.2% | $4,736+51.4% | $4,764+50.5% |
| Participant deferral / active EE | $13,500 | $7,111+89.8% | $6,710+101.2% | $5,851+130.7% |
| Admin fee / account holder | $345 | $12,126-97.2% | $10,265-96.6% | $11,601-97.0% |