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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 | $110,379-72.4% | $102,412-70.3% | $145,884-79.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.02% | 24.84%-20.8pp | 24.94%-20.9pp | 551.85%-547.8pp |
| Employer contribution / active EE | $7,439 | $4,216+76.4% | $3,870+92.2% | $4,662+59.6% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $19,076 | $9,745+95.8% | $8,388+127.4% | $13,392+42.4% |