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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 | $69,906 | $157,304-55.6% | $141,197-50.5% | $152,909-54.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.39% | 64.34%-59.0pp | 71.41%-66.0pp | 345.46%-340.1pp |
| Employer contribution / active EE | $11,941 | $5,263+126.9% | $4,736+152.1% | $4,764+150.7% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $334 | $12,126-97.2% | $10,265-96.7% | $11,601-97.1% |