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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 | $85,108 | $183,539-53.6% | $155,556-45.3% | $145,897-41.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.13% | 61.31%-55.2pp | 64.84%-58.7pp | 552.29%-546.2pp |
| Employer contribution / active EE | $6,434 | $5,315+21.0% | $4,675+37.6% | $4,663+38.0% |
| Participant deferral / active EE | $15,250 | $6,467+135.8% | $5,631+170.8% | $6,689+128.0% |
| Admin fee / account holder | $762 | $19,275-96.0% | $15,885-95.2% | $13,390-94.3% |