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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 | $83,057 | $211,239-60.7% | $178,528-53.5% | $145,877-43.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.51% | 30.22%-23.7pp | 27.11%-20.6pp | 551.28%-544.8pp |
| Employer contribution / active EE | $12,561 | $4,570+174.8% | $3,950+218.0% | $4,663+169.4% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $14,287 | $12,095+18.1% | $10,419+37.1% | $13,402+6.6% |