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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 | $45,826 | $105,210-56.4% | $159,487-71.3% | $85,851-46.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 8.35% | 45.08%-36.7pp | 263.71%-255.4pp | 318.63%-310.3pp |
| Employer contribution / active EE | $7,307 | $3,319+120.1% | $4,831+51.2% | $2,565+184.8% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,151 | $6,934-25.7% | $10,804-52.3% | $6,261-17.7% |