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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 | $211,288-68.0% | $178,540-62.1% | $145,884-53.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.18% | 30.27%-25.1pp | 27.15%-22.0pp | 551.85%-546.7pp |
| Employer contribution / active EE | $10,211 | $4,574+123.2% | $3,953+158.3% | $4,662+119.0% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,119 | $12,105-74.2% | $10,424-70.1% | $13,392-76.7% |