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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 | $21,877 | $172,111-87.3% | $150,298-85.4% | $137,256-84.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.20% | 69.37%-61.2pp | 62.79%-54.6pp | 220.34%-212.1pp |
| Employer contribution / active EE | $3,236 | $4,636-30.2% | $4,154-22.1% | $4,156-22.1% |
| Participant deferral / active EE | $11,288 | $6,166+83.1% | $5,453+107.0% | $6,407+76.2% |
| Admin fee / account holder | $1,053,191 | $16,471+6294.2% | $14,116+7361.1% | $12,270+8483.4% |