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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 | $67,526 | $81,643-17.3% | $70,462-4.2% | $158,950-57.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.13% | 208.51%-204.4pp | 109.08%-104.9pp | 302.91%-298.8pp |
| Employer contribution / active EE | $7,725 | $3,218+140.1% | $2,737+182.2% | $4,762+62.2% |
| Participant deferral / active EE | $0 | $4,555-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,278 | $6,194-30.9% | $3,845+11.3% | $11,248-62.0% |