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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 | $33,569 | $183,516-81.7% | $155,534-78.4% | $145,884-77.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.49% | 61.43%-52.9pp | 64.92%-56.4pp | 551.85%-543.4pp |
| Employer contribution / active EE | $2,041 | $5,315-61.6% | $4,675-56.3% | $4,662-56.2% |
| Participant deferral / active EE | $6,572 | $6,467+1.6% | $5,630+16.7% | $6,690-1.8% |
| Admin fee / account holder | $1,319 | $19,293-93.2% | $15,900-91.7% | $13,392-90.1% |