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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 | $25,853 | $176,077-85.3% | $159,455-83.8% | $167,518-84.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.23% | 331.83%-324.6pp | 263.63%-256.4pp | 478.71%-471.5pp |
| Employer contribution / active EE | $3,683 | $5,298-30.5% | $4,830-23.8% | $4,838-23.9% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $719 | $12,556-94.3% | $10,800-93.3% | $12,312-94.2% |