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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 | $32,160 | $223,823-85.6% | $211,142-84.8% | $154,746-79.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 3.95% | 50.39%-46.4pp | 46.84%-42.9pp | 172.34%-168.4pp |
| Employer contribution / active EE | $6,667 | $6,787-1.8% | $6,442+3.5% | $4,379+52.2% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $322 | $19,707-98.4% | $19,076-98.3% | $14,365-97.8% |