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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 | $54,777 | $183,592-70.2% | $155,574-64.8% | $145,877-62.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 7.91% | 61.37%-53.5pp | 64.87%-57.0pp | 551.28%-543.4pp |
| Employer contribution / active EE | $17,500 | $5,317+229.2% | $4,676+274.3% | $4,663+275.3% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $8,706 | $19,316-54.9% | $15,914-45.3% | $13,402-35.0% |