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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 | $75,873 | $157,276-51.8% | $141,177-46.3% | $152,885-50.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.78% | 64.33%-50.6pp | 71.40%-57.6pp | 345.39%-331.6pp |
| Employer contribution / active EE | $7,500 | $5,262+42.5% | $4,736+58.4% | $4,763+57.5% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $445 | $12,123-96.3% | $10,263-95.7% | $11,598-96.2% |