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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 | $183,592-23.1% | $155,574-9.2% | $145,877-3.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.19% | 61.37%-56.2pp | 64.87%-59.7pp | 551.28%-546.1pp |
| Employer contribution / active EE | $18,407 | $5,317+246.2% | $4,676+293.7% | $4,663+294.7% |
| Participant deferral / active EE | $11,580 | $6,466+79.1% | $5,629+105.7% | $6,691+73.1% |
| Admin fee / account holder | $2,864 | $19,316-85.2% | $15,914-82.0% | $13,402-78.6% |