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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 | $99,813 | $183,516-45.6% | $155,534-35.8% | $145,884-31.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.23% | 61.43%-54.2pp | 64.92%-57.7pp | 551.85%-544.6pp |
| Employer contribution / active EE | $1,271 | $5,315-76.1% | $4,675-72.8% | $4,662-72.7% |
| Participant deferral / active EE | $10,977 | $6,467+69.7% | $5,630+95.0% | $6,690+64.1% |
| Admin fee / account holder | $2,497 | $19,293-87.1% | $15,900-84.3% | $13,392-81.4% |