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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 | $25,782 | $183,592-86.0% | $155,574-83.4% | $145,877-82.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.56% | 61.37%-53.8pp | 64.87%-57.3pp | 551.28%-543.7pp |
| Employer contribution / active EE | $11,271 | $5,317+112.0% | $4,676+141.1% | $4,663+141.7% |
| Participant deferral / active EE | $7,480 | $6,466+15.7% | $5,629+32.9% | $6,691+11.8% |
| Admin fee / account holder | $954 | $19,316-95.1% | $15,914-94.0% | $13,402-92.9% |