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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 | $65,219 | $89,370-27.0% | $141,197-53.8% | $72,976-10.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 11.69% | 111.88%-100.2pp | 71.41%-59.7pp | 81.02%-69.3pp |
| Employer contribution / active EE | $8,974 | $3,115+188.1% | $4,736+89.5% | $2,440+267.8% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,744 | $5,957-20.4% | $10,265-53.8% | $5,124-7.4% |