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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 | $132,187 | $210,698-37.3% | $178,014-25.7% | $145,959-9.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.59% | 386.27%-379.7pp | 294.80%-288.2pp | 561.95%-555.4pp |
| Employer contribution / active EE | $769 | $4,567-83.2% | $3,950-80.5% | $4,661-83.5% |
| Participant deferral / active EE | $7,768 | $6,958+11.6% | $6,276+23.8% | $6,689+16.1% |
| Admin fee / account holder | $34,460 | $12,016+186.8% | $10,362+232.6% | $13,398+157.2% |