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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 | $25,935 | $211,105-87.7% | $178,449-85.5% | $145,978-82.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.02% | 30.19%-25.2pp | 27.09%-22.1pp | 550.52%-545.5pp |
| Employer contribution / active EE | $5,836 | $4,569+27.7% | $3,951+47.7% | $4,662+25.2% |
| Participant deferral / active EE | $3,543 | $6,959-49.1% | $6,277-43.6% | $6,690-47.0% |
| Admin fee / account holder | $16,735 | $12,017+39.3% | $10,362+61.5% | $13,400+24.9% |