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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 | $32,019 | $183,627-82.6% | $155,602-79.4% | $145,978-78.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.46% | 61.32%-52.9pp | 64.81%-56.3pp | 550.52%-542.1pp |
| Employer contribution / active EE | $3,111 | $5,316-41.5% | $4,675-33.5% | $4,662-33.3% |
| Participant deferral / active EE | $9,323 | $6,466+44.2% | $5,629+65.6% | $6,690+39.4% |
| Admin fee / account holder | $627 | $19,327-96.8% | $15,923-96.1% | $13,400-95.3% |