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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 | $64,967 | $183,516-64.6% | $155,534-58.2% | $145,884-55.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.16% | 61.43%-54.3pp | 64.92%-57.8pp | 551.85%-544.7pp |
| Employer contribution / active EE | $14,055 | $5,315+164.5% | $4,675+200.7% | $4,662+201.5% |
| Participant deferral / active EE | $6,730 | $6,467+4.1% | $5,630+19.5% | $6,690+0.6% |
| Admin fee / account holder | $514 | $19,293-97.3% | $15,900-96.8% | $13,392-96.2% |