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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 | $90,236 | $183,539-50.8% | $155,556-42.0% | $145,897-38.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.97% | 61.31%-53.3pp | 64.84%-56.9pp | 552.29%-544.3pp |
| Employer contribution / active EE | $14,139 | $5,315+166.0% | $4,675+202.4% | $4,663+203.2% |
| Participant deferral / active EE | $7,840 | $6,467+21.2% | $5,631+39.2% | $6,689+17.2% |
| Admin fee / account holder | $3,111 | $19,275-83.9% | $15,885-80.4% | $13,390-76.8% |