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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 | $26,629 | $185,883-85.7% | $170,043-84.3% | $139,466-80.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.96% | 60.54%-59.6pp | 53.40%-52.4pp | 373.66%-372.7pp |
| Employer contribution / active EE | $8,131 | $7,596+7.0% | $6,790+19.8% | $4,754+71.0% |
| Participant deferral / active EE | $12,478 | $11,626+7.3% | $10,410+19.9% | $6,712+85.9% |
| Admin fee / account holder | $79,728 | $15,393+417.9% | $12,824+521.7% | $11,409+598.8% |