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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 | $99,384 | $165,351-39.9% | $149,710-33.6% | $158,931-37.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.22% | 348.19%-341.0pp | 276.63%-269.4pp | 302.86%-295.6pp |
| Employer contribution / active EE | $19,764 | $5,103+287.3% | $4,645+325.5% | $4,761+315.1% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $8,093 | $10,807-25.1% | $9,309-13.1% | $11,247-28.0% |