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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 | $39,071 | $183,627-78.7% | $155,602-74.9% | $145,978-73.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.50% | 61.32%-52.8pp | 64.81%-56.3pp | 550.52%-542.0pp |
| Employer contribution / active EE | $7,849 | $5,316+47.6% | $4,675+67.9% | $4,662+68.4% |
| Participant deferral / active EE | $3,888 | $6,466-39.9% | $5,629-30.9% | $6,690-41.9% |
| Admin fee / account holder | $1,281 | $19,327-93.4% | $15,923-92.0% | $13,400-90.4% |