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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 | $28,794 | $183,592-84.3% | $155,567-81.5% | $145,959-80.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.93% | 61.24%-56.3pp | 64.74%-59.8pp | 561.95%-557.0pp |
| Employer contribution / active EE | $2,276 | $5,315-57.2% | $4,674-51.3% | $4,661-51.2% |
| Participant deferral / active EE | $6,875 | $6,464+6.3% | $5,628+22.2% | $6,689+2.8% |
| Admin fee / account holder | $2,153 | $19,318-88.9% | $15,916-86.5% | $13,398-83.9% |