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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 | $141,189 | $183,516-23.1% | $155,534-9.2% | $145,884-3.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.19% | 61.43%-56.2pp | 64.92%-59.7pp | 551.85%-546.7pp |
| Employer contribution / active EE | $18,407 | $5,315+246.3% | $4,675+293.7% | $4,662+294.8% |
| Participant deferral / active EE | $11,580 | $6,467+79.1% | $5,630+105.7% | $6,690+73.1% |
| Admin fee / account holder | $2,864 | $19,293-85.2% | $15,900-82.0% | $13,392-78.6% |