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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 | $16,522 | $180,749-90.9% | $160,784-89.7% | $137,256-88.0% |
| Participation rate | 77.8% | 80.0%-2.2pp | 77.0%+0.8pp | 80.0%-2.2pp |
| Annual return | 5.33% | 2234.46%-2229.1pp | 1803.92%-1798.6pp | 220.34%-215.0pp |
| Employer contribution / active EE | $661 | $4,155-84.1% | $3,733-82.3% | $4,156-84.1% |
| Participant deferral / active EE | $7,874 | $6,844+15.0% | $6,293+25.1% | $6,407+22.9% |
| Admin fee / account holder | $28,166 | $10,397+170.9% | $9,717+189.9% | $12,270+129.5% |