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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 | $39,357 | $183,592-78.6% | $155,567-74.7% | $145,959-73.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.03% | 61.24%-55.2pp | 64.74%-58.7pp | 561.95%-555.9pp |
| Employer contribution / active EE | $3,689 | $5,315-30.6% | $4,674-21.1% | $4,661-20.8% |
| Participant deferral / active EE | $8,508 | $6,464+31.6% | $5,628+51.2% | $6,689+27.2% |
| Admin fee / account holder | $45,396 | $19,318+135.0% | $15,916+185.2% | $13,398+238.8% |