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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 | $18,885 | $159,978-88.2% | $147,041-87.2% | $145,978-87.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.50% | 98.36%-90.9pp | 419.21%-411.7pp | 550.52%-543.0pp |
| Employer contribution / active EE | $14,772 | $5,288+179.3% | $4,935+199.3% | $4,662+216.9% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $829 | $15,053-94.5% | $13,006-93.6% | $13,400-93.8% |