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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 | $69,391 | $183,516-62.2% | $155,534-55.4% | $145,884-52.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.27% | 61.43%-53.2pp | 64.92%-56.6pp | 551.85%-543.6pp |
| Employer contribution / active EE | $5,980 | $5,315+12.5% | $4,675+27.9% | $4,662+28.3% |
| Participant deferral / active EE | $12,320 | $6,467+90.5% | $5,630+118.8% | $6,690+84.2% |
| Admin fee / account holder | $1,688 | $19,293-91.2% | $15,900-89.4% | $13,392-87.4% |