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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 | $146,914 | $183,592-20.0% | $155,574-5.6% | $145,877+0.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.50% | 61.37%-52.9pp | 64.87%-56.4pp | 551.28%-542.8pp |
| Employer contribution / active EE | $14,673 | $5,317+176.0% | $4,676+213.8% | $4,663+214.7% |
| Participant deferral / active EE | $2,091 | $6,466-67.7% | $5,629-62.9% | $6,691-68.7% |
| Admin fee / account holder | $1,574 | $19,316-91.9% | $15,914-90.1% | $13,402-88.3% |