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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 | $24,642 | $157,304-84.3% | $141,197-82.5% | $152,909-83.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.06% | 64.34%-61.3pp | 71.41%-68.3pp | 345.46%-342.4pp |
| Employer contribution / active EE | $13,439 | $5,263+155.4% | $4,736+183.8% | $4,764+182.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $106,398 | $12,126+777.4% | $10,265+936.5% | $11,601+817.2% |