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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 | $183,592-53.6% | $155,574-45.3% | $145,877-41.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.13% | 61.37%-55.2pp | 64.87%-58.7pp | 551.28%-545.2pp |
| Employer contribution / active EE | $6,434 | $5,317+21.0% | $4,676+37.6% | $4,663+38.0% |
| Participant deferral / active EE | $15,250 | $6,466+135.8% | $5,629+170.9% | $6,691+127.9% |
| Admin fee / account holder | $762 | $19,316-96.1% | $15,914-95.2% | $13,402-94.3% |