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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 | $55,256 | $183,539-69.9% | $155,556-64.5% | $145,897-62.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.25% | 61.31%-59.1pp | 64.84%-62.6pp | 552.29%-550.0pp |
| Employer contribution / active EE | $1,667 | $5,315-68.6% | $4,675-64.4% | $4,663-64.3% |
| Participant deferral / active EE | $6,667 | $6,467+3.1% | $5,631+18.4% | $6,689-0.3% |
| Admin fee / account holder | $594 | $19,275-96.9% | $15,885-96.3% | $13,390-95.6% |