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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 | $34,927 | $183,516-81.0% | $155,534-77.5% | $145,884-76.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.62% | 61.43%-52.8pp | 64.92%-56.3pp | 551.85%-543.2pp |
| Employer contribution / active EE | $2,060 | $5,315-61.2% | $4,675-55.9% | $4,662-55.8% |
| Participant deferral / active EE | $2,672 | $6,467-58.7% | $5,630-52.5% | $6,690-60.1% |
| Admin fee / account holder | $324 | $19,293-98.3% | $15,900-98.0% | $13,392-97.6% |