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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 | $39,456 | $185,312-78.7% | $161,489-75.6% | $154,746-74.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 5.40% | 103.84%-98.4pp | 89.72%-84.3pp | 172.34%-166.9pp |
| Employer contribution / active EE | $7,650 | $4,769+60.4% | $4,268+79.2% | $4,379+74.7% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,267 | $18,654-93.2% | $16,006-92.1% | $14,365-91.2% |