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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 | $21,140 | $227,597-90.7% | $189,575-88.8% | $167,536-87.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 4.10% | 78.44%-74.3pp | 64.19%-60.1pp | 478.82%-474.7pp |
| Employer contribution / active EE | $771 | $5,316-85.5% | $4,412-82.5% | $4,839-84.1% |
| Participant deferral / active EE | $3,152 | $7,002-55.0% | $6,174-48.9% | $6,342-50.3% |
| Admin fee / account holder | $3,389 | $11,877-71.5% | $9,806-65.4% | $12,315-72.5% |