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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 | $71,444 | $101,618-29.7% | $93,063-23.2% | $137,256-47.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 9.15% | 223.95%-214.8pp | 34.15%-25.0pp | 220.34%-211.2pp |
| Employer contribution / active EE | $14,973 | $2,707+453.1% | $2,476+504.7% | $4,156+260.3% |
| Participant deferral / active EE | $8,029 | $4,279+87.6% | $3,958+102.8% | $6,407+25.3% |
| Admin fee / account holder | $874 | $6,198-85.9% | $6,033-85.5% | $12,270-92.9% |