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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 | $66,294 | $86,294-23.2% | $111,303-40.4% | $85,856-22.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 7.80% | 19.99%-12.2pp | 54.66%-46.9pp | 318.58%-310.8pp |
| Employer contribution / active EE | $11,636 | $2,043+469.4% | $2,731+326.0% | $2,565+353.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,354 | $8,189+2.0% | $7,966+4.9% | $6,261+33.4% |