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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 | $29,301 | $162,136-81.9% | $152,301-80.8% | $154,746-81.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.64% | 91.02%-81.4pp | 80.50%-70.9pp | 172.34%-162.7pp |
| Employer contribution / active EE | $1,644 | $4,890-66.4% | $4,624-64.4% | $4,379-62.4% |
| Participant deferral / active EE | $5,750 | $8,341-31.1% | $8,004-28.2% | $6,730-14.6% |
| Admin fee / account holder | $30,741 | $15,759+95.1% | $14,398+113.5% | $14,365+114.0% |