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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 | $93,097 | $183,592-49.3% | $155,574-40.2% | $145,877-36.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.82% | 61.37%-54.6pp | 64.87%-58.0pp | 551.28%-544.5pp |
| Employer contribution / active EE | $2,388 | $5,317-55.1% | $4,676-48.9% | $4,663-48.8% |
| Participant deferral / active EE | $30,500 | $6,466+371.7% | $5,629+441.8% | $6,691+355.9% |
| Admin fee / account holder | $55,930 | $19,316+189.6% | $15,914+251.4% | $13,402+317.3% |