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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 | $49,309 | $139,948-64.8% | $121,663-59.5% | $154,746-68.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 7.19% | 230.52%-223.3pp | 147.54%-140.3pp | 172.34%-165.1pp |
| Employer contribution / active EE | $10,537 | $3,521+199.3% | $3,020+248.9% | $4,379+140.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $346 | $17,321-98.0% | $14,289-97.6% | $14,365-97.6% |