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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 | $23,811 | $178,174-86.6% | $156,181-84.8% | $137,256-82.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 8.64% | 84.19%-75.6pp | 64.87%-56.2pp | 220.34%-211.7pp |
| Employer contribution / active EE | $7,324 | $4,972+47.3% | $4,294+70.6% | $4,156+76.2% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,503 | $17,404-91.4% | $14,586-89.7% | $12,270-87.8% |