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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 | $183,516-67.4% | $155,534-61.5% | $145,884-59.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.29% | 61.43%-59.1pp | 64.92%-62.6pp | 551.85%-549.6pp |
| Employer contribution / active EE | $8,596 | $5,315+61.7% | $4,675+83.9% | $4,662+84.4% |
| Participant deferral / active EE | $3,500 | $6,467-45.9% | $5,630-37.8% | $6,690-47.7% |
| Admin fee / account holder | $5,590 | $19,293-71.0% | $15,900-64.8% | $13,392-58.3% |