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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 | $21,674 | $183,539-88.2% | $155,556-86.1% | $145,897-85.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.78% | 61.31%-56.5pp | 64.84%-60.1pp | 552.29%-547.5pp |
| Employer contribution / active EE | $1,805 | $5,315-66.0% | $4,675-61.4% | $4,663-61.3% |
| Participant deferral / active EE | $2,061 | $6,467-68.1% | $5,631-63.4% | $6,689-69.2% |
| Admin fee / account holder | $11,081 | $19,275-42.5% | $15,885-30.2% | $13,390-17.2% |