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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 | $30,655 | $183,627-83.3% | $155,602-80.3% | $145,978-79.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.64% | 61.32%-52.7pp | 64.81%-56.2pp | 550.52%-541.9pp |
| Employer contribution / active EE | $1,189 | $5,316-77.6% | $4,675-74.6% | $4,662-74.5% |
| Participant deferral / active EE | $1,903 | $6,466-70.6% | $5,629-66.2% | $6,690-71.6% |
| Admin fee / account holder | $310,418 | $19,327+1506.1% | $15,923+1849.5% | $13,400+2216.5% |