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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 | $61,194 | $226,105-72.9% | $182,540-66.5% | $152,897-60.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 7.26% | 192.58%-185.3pp | 148.58%-141.3pp | 345.43%-338.2pp |
| Employer contribution / active EE | $15,410 | $4,978+209.5% | $4,076+278.1% | $4,764+223.5% |
| Participant deferral / active EE | $15,271 | $6,370+139.8% | $5,525+176.4% | $5,851+161.0% |
| Admin fee / account holder | $324 | $10,706-97.0% | $8,593-96.2% | $11,599-97.2% |