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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 | $19,608 | $183,539-89.3% | $155,556-87.4% | $145,897-86.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.31% | 61.31%-53.0pp | 64.84%-56.5pp | 552.29%-544.0pp |
| Employer contribution / active EE | $2,674 | $5,315-49.7% | $4,675-42.8% | $4,663-42.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,636 | $19,275-60.4% | $15,885-51.9% | $13,390-43.0% |