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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 | $53,581 | $208,088-74.3% | $186,193-71.2% | $154,746-65.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 8.37% | 89.97%-81.6pp | 78.03%-69.7pp | 172.34%-164.0pp |
| Employer contribution / active EE | $5,901 | $4,340+36.0% | $3,918+50.6% | $4,379+34.7% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $15,000 | $11,698+28.2% | $11,058+35.6% | $14,365+4.4% |