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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 | $20,801 | $183,592-88.7% | $155,567-86.6% | $145,959-85.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.89% | 61.24%-58.3pp | 64.74%-61.8pp | 561.95%-559.1pp |
| Employer contribution / active EE | $3,850 | $5,315-27.6% | $4,674-17.6% | $4,661-17.4% |
| Participant deferral / active EE | $6,100 | $6,464-5.6% | $5,628+8.4% | $6,689-8.8% |
| Admin fee / account holder | $499 | $19,318-97.4% | $15,916-96.9% | $13,398-96.3% |