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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 | $44,022 | $110,410-60.1% | $102,437-57.0% | $145,897-69.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.84% | 24.85%-19.0pp | 24.95%-19.1pp | 552.29%-546.4pp |
| Employer contribution / active EE | $11,807 | $4,217+180.0% | $3,871+205.0% | $4,663+153.2% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $333 | $9,745-96.6% | $8,388-96.0% | $13,390-97.5% |