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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 | $30,412 | $110,337-72.4% | $102,383-70.3% | $145,877-79.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.02% | 24.83%-20.8pp | 24.94%-20.9pp | 551.28%-547.3pp |
| Employer contribution / active EE | $7,439 | $4,216+76.5% | $3,870+92.2% | $4,663+59.5% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $19,076 | $9,750+95.7% | $8,391+127.3% | $13,402+42.3% |