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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 | $29,154 | $162,136-82.0% | $152,301-80.9% | $154,746-81.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 5.38% | 91.02%-85.6pp | 80.50%-75.1pp | 172.34%-167.0pp |
| Employer contribution / active EE | $7,365 | $4,890+50.6% | $4,624+59.3% | $4,379+68.2% |
| Participant deferral / active EE | $8,256 | $8,341-1.0% | $8,004+3.2% | $6,730+22.7% |
| Admin fee / account holder | $46,376 | $15,759+194.3% | $14,398+222.1% | $14,365+222.8% |