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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 | $60,849 | $178,174-65.8% | $156,181-61.0% | $137,256-55.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 6.35% | 84.19%-77.8pp | 64.87%-58.5pp | 220.34%-214.0pp |
| Employer contribution / active EE | $6,250 | $4,972+25.7% | $4,294+45.6% | $4,156+50.4% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,347 | $17,404-80.8% | $14,586-77.1% | $12,270-72.7% |