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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 | $174,379-87.5% | $152,093-85.6% | $138,895-84.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 8.20% | 74.86%-66.7pp | 66.36%-58.2pp | 145.39%-137.2pp |
| Employer contribution / active EE | $3,236 | $4,652-30.4% | $4,175-22.5% | $4,194-22.9% |
| Participant deferral / active EE | $11,288 | $6,159+83.3% | $5,451+107.1% | $6,396+76.5% |
| Admin fee / account holder | $1,053,191 | $16,880+6139.3% | $14,497+7165.1% | $12,562+8283.8% |