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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 | $143,012 | $183,592-22.1% | $155,574-8.1% | $145,877-2.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.72% | 61.37%-54.7pp | 64.87%-58.1pp | 551.28%-544.6pp |
| Employer contribution / active EE | $10,328 | $5,317+94.3% | $4,676+120.9% | $4,663+121.5% |
| Participant deferral / active EE | $5,750 | $6,466-11.1% | $5,629+2.1% | $6,691-14.1% |
| Admin fee / account holder | $159,095 | $19,316+723.6% | $15,914+899.7% | $13,402+1087.1% |