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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 | $51,364 | $175,231-70.7% | $149,696-65.7% | $139,466-63.2% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 2.91% | 166.77%-163.9pp | 134.46%-131.5pp | 373.66%-370.7pp |
| Employer contribution / active EE | $3,948 | $5,478-27.9% | $4,821-18.1% | $4,754-16.9% |
| Participant deferral / active EE | $8,711 | $6,521+33.6% | $5,682+53.3% | $6,712+29.8% |
| Admin fee / account holder | $554 | $16,155-96.6% | $13,212-95.8% | $11,409-95.1% |