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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 | $134,682 | $185,883-27.5% | $170,043-20.8% | $139,466-3.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.31% | 60.54%-52.2pp | 53.40%-45.1pp | 373.66%-365.4pp |
| Employer contribution / active EE | $3,156 | $7,596-58.5% | $6,790-53.5% | $4,754-33.6% |
| Participant deferral / active EE | $8,327 | $11,626-28.4% | $10,410-20.0% | $6,712+24.1% |
| Admin fee / account holder | $329 | $15,393-97.9% | $12,824-97.4% | $11,409-97.1% |