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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 | $28,152 | $139,948-79.9% | $121,663-76.9% | $154,746-81.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 5.18% | 230.52%-225.3pp | 147.54%-142.4pp | 172.34%-167.2pp |
| Employer contribution / active EE | $5,678 | $3,521+61.3% | $3,020+88.0% | $4,379+29.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $551 | $17,321-96.8% | $14,289-96.1% | $14,365-96.2% |