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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 | $28,558 | $201,344-85.8% | $184,243-84.5% | $145,877-80.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.97% | 29.01%-28.0pp | 28.82%-27.9pp | 551.28%-550.3pp |
| Employer contribution / active EE | $5,000 | $7,022-28.8% | $6,427-22.2% | $4,663+7.2% |
| Participant deferral / active EE | $17,500 | $9,807+78.4% | $9,132+91.6% | $6,691+161.6% |
| Admin fee / account holder | $835 | $16,382-94.9% | $13,914-94.0% | $13,402-93.8% |