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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 | $49,858 | $183,592-72.8% | $155,574-68.0% | $145,877-65.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.49% | 61.37%-52.9pp | 64.87%-56.4pp | 551.28%-542.8pp |
| Employer contribution / active EE | $3,869 | $5,317-27.2% | $4,676-17.3% | $4,663-17.0% |
| Participant deferral / active EE | $6,288 | $6,466-2.7% | $5,629+11.7% | $6,691-6.0% |
| Admin fee / account holder | $825 | $19,316-95.7% | $15,914-94.8% | $13,402-93.8% |