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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 | $84,917 | $183,592-53.7% | $155,574-45.4% | $145,877-41.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.31% | 61.37%-53.1pp | 64.87%-56.6pp | 551.28%-543.0pp |
| Employer contribution / active EE | $5,791 | $5,317+8.9% | $4,676+23.8% | $4,663+24.2% |
| Participant deferral / active EE | $9,233 | $6,466+42.8% | $5,629+64.0% | $6,691+38.0% |
| Admin fee / account holder | $2,527 | $19,316-86.9% | $15,914-84.1% | $13,402-81.1% |