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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 | $19,154 | $183,592-89.6% | $155,567-87.7% | $145,959-86.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.69% | 61.24%-53.5pp | 64.74%-57.0pp | 561.95%-554.3pp |
| Employer contribution / active EE | $10,911 | $5,315+105.3% | $4,674+133.4% | $4,661+134.1% |
| Participant deferral / active EE | $7,640 | $6,464+18.2% | $5,628+35.8% | $6,689+14.2% |
| Admin fee / account holder | $13,425 | $19,318-30.5% | $15,916-15.7% | $13,398+0.2% |