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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 | $47,975 | $162,136-70.4% | $152,301-68.5% | $154,746-69.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.76% | 91.02%-82.3pp | 80.50%-71.7pp | 172.34%-163.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $41,755 | $8,341+400.6% | $8,004+421.7% | $6,730+520.4% |
| Admin fee / account holder | $602,776 | $15,759+3724.9% | $14,398+4086.6% | $14,365+4096.1% |