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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 | $16,689 | $181,062-90.8% | $158,223-89.5% | $155,188-89.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 8.58% | 57.39%-48.8pp | 52.09%-43.5pp | 148.84%-140.3pp |
| Employer contribution / active EE | $3,561 | $4,565-22.0% | $4,109-13.3% | $4,248-16.2% |
| Participant deferral / active EE | $10,828 | $6,134+76.5% | $5,467+98.1% | $6,531+65.8% |
| Admin fee / account holder | $42,728 | $18,825+127.0% | $16,047+166.3% | $14,480+195.1% |