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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 | $183,516-88.4% | $155,534-86.3% | $145,884-85.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.63% | 61.43%-58.8pp | 64.92%-62.3pp | 551.85%-549.2pp |
| Employer contribution / active EE | $1,120 | $5,315-78.9% | $4,675-76.0% | $4,662-76.0% |
| Participant deferral / active EE | $2,275 | $6,467-64.8% | $5,630-59.6% | $6,690-66.0% |
| Admin fee / account holder | $67,770 | $19,293+251.3% | $15,900+326.2% | $13,392+406.1% |