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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 | $51,352 | $225,673-77.2% | $203,872-74.8% | $155,188-66.9% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 5.88% | 95.91%-90.0pp | 85.11%-79.2pp | 148.84%-143.0pp |
| Employer contribution / active EE | $4,033 | $4,099-1.6% | $3,757+7.3% | $4,248-5.1% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $15,352 | $12,327+24.5% | $11,730+30.9% | $14,480+6.0% |