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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 | $53,840 | $181,062-70.3% | $158,223-66.0% | $155,188-65.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 3.89% | 57.39%-53.5pp | 52.09%-48.2pp | 148.84%-144.9pp |
| Employer contribution / active EE | $16,667 | $4,565+265.1% | $4,109+305.6% | $4,248+292.4% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $42,297 | $18,825+124.7% | $16,047+163.6% | $14,480+192.1% |