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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 | $23,245 | $154,228-84.9% | $145,433-84.0% | $137,256-83.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.33% | 74.59%-69.3pp | 66.58%-61.3pp | 220.34%-215.0pp |
| Employer contribution / active EE | $6,453 | $4,804+34.3% | $4,554+41.7% | $4,156+55.3% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,385 | $14,344-62.5% | $13,129-59.0% | $12,270-56.1% |