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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 | $63,853 | $275,752-76.8% | $256,809-75.1% | $198,609-67.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 3.72% | 34.81%-31.1pp | 32.73%-29.0pp | 202.70%-199.0pp |
| Employer contribution / active EE | $6,322 | $7,721-18.1% | $7,263-13.0% | $5,055+25.1% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $531 | $25,716-97.9% | $25,146-97.9% | $19,030-97.2% |