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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 | $85,556 | $211,288-59.5% | $178,540-52.1% | $145,884-41.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.91% | 30.27%-25.4pp | 27.15%-22.2pp | 551.85%-546.9pp |
| Employer contribution / active EE | $5,435 | $4,574+18.8% | $3,953+37.5% | $4,662+16.6% |
| Participant deferral / active EE | $13,375 | $6,967+92.0% | $6,281+113.0% | $6,690+99.9% |
| Admin fee / account holder | $1,016 | $12,105-91.6% | $10,424-90.2% | $13,392-92.4% |