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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 | $59,842 | $183,592-67.4% | $155,567-61.5% | $145,959-59.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.29% | 61.24%-58.9pp | 64.74%-62.4pp | 561.95%-559.7pp |
| Employer contribution / active EE | $8,596 | $5,315+61.7% | $4,674+83.9% | $4,661+84.4% |
| Participant deferral / active EE | $3,500 | $6,464-45.9% | $5,628-37.8% | $6,689-47.7% |
| Admin fee / account holder | $5,590 | $19,318-71.1% | $15,916-64.9% | $13,398-58.3% |