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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 | $23,207 | $185,312-87.5% | $161,489-85.6% | $154,746-85.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 6.71% | 103.84%-97.1pp | 89.72%-83.0pp | 172.34%-165.6pp |
| Employer contribution / active EE | $6,047 | $4,769+26.8% | $4,268+41.7% | $4,379+38.1% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $476 | $18,654-97.5% | $16,006-97.0% | $14,365-96.7% |