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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 | $42,587 | $183,539-76.8% | $155,556-72.6% | $145,897-70.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.11% | 61.31%-56.2pp | 64.84%-59.7pp | 552.29%-547.2pp |
| Employer contribution / active EE | $2,227 | $5,315-58.1% | $4,675-52.4% | $4,663-52.2% |
| Participant deferral / active EE | $6,760 | $6,467+4.5% | $5,631+20.1% | $6,689+1.1% |
| Admin fee / account holder | $3,440 | $19,275-82.2% | $15,885-78.3% | $13,390-74.3% |