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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 | $27,731 | $162,136-82.9% | $152,301-81.8% | $154,746-82.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.50% | 91.02%-80.5pp | 80.50%-70.0pp | 172.34%-161.8pp |
| Employer contribution / active EE | $11,559 | $4,890+136.4% | $4,624+150.0% | $4,379+164.0% |
| Participant deferral / active EE | $48,197 | $8,341+477.8% | $8,004+502.2% | $6,730+616.1% |
| Admin fee / account holder | $6,400 | $15,759-59.4% | $14,398-55.5% | $14,365-55.4% |