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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 | $21,232 | $183,592-88.4% | $155,574-86.4% | $145,877-85.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.63% | 61.37%-58.7pp | 64.87%-62.2pp | 551.28%-548.7pp |
| Employer contribution / active EE | $1,120 | $5,317-78.9% | $4,676-76.0% | $4,663-76.0% |
| Participant deferral / active EE | $2,275 | $6,466-64.8% | $5,629-59.6% | $6,691-66.0% |
| Admin fee / account holder | $67,770 | $19,316+250.9% | $15,914+325.8% | $13,402+405.7% |