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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 | $23,991 | $210,698-88.6% | $178,014-86.5% | $145,959-83.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.13% | 386.27%-381.1pp | 294.80%-289.7pp | 561.95%-556.8pp |
| Employer contribution / active EE | $11,103 | $4,567+143.1% | $3,950+181.1% | $4,661+138.2% |
| Participant deferral / active EE | $1,403 | $6,958-79.8% | $6,276-77.6% | $6,689-79.0% |
| Admin fee / account holder | $321 | $12,016-97.3% | $10,362-96.9% | $13,398-97.6% |