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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 | $24,217 | $183,592-86.8% | $155,574-84.4% | $145,877-83.4% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 5.51% | 61.37%-55.9pp | 64.87%-59.4pp | 551.28%-545.8pp |
| Employer contribution / active EE | $3,272 | $5,317-38.5% | $4,676-30.0% | $4,663-29.8% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $862 | $19,316-95.5% | $15,914-94.6% | $13,402-93.6% |