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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 | $76,411 | $98,776-22.6% | $149,745-49.0% | $79,856-4.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 9.33% | 27.38%-18.0pp | 276.72%-267.4pp | 31.71%-22.4pp |
| Employer contribution / active EE | $10,143 | $3,217+215.3% | $4,646+118.3% | $2,471+310.4% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $549 | $6,053-90.9% | $9,312-94.1% | $5,306-89.6% |