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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 | $72,471 | $154,159-53.0% | $130,026-44.3% | $139,456-48.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 4.96% | 32.50%-27.5pp | -137.26%+142.2pp | 373.45%-368.5pp |
| Employer contribution / active EE | $17,021 | $5,292+221.7% | $4,321+293.9% | $4,753+258.1% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $431 | $14,001-96.9% | $10,608-95.9% | $11,407-96.2% |