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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 | $67,670 | $210,698-67.9% | $178,014-62.0% | $145,959-53.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.18% | 386.27%-381.1pp | 294.80%-289.6pp | 561.95%-556.8pp |
| Employer contribution / active EE | $10,211 | $4,567+123.6% | $3,950+158.5% | $4,661+119.1% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,119 | $12,016-74.0% | $10,362-69.9% | $13,398-76.7% |