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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 | $63,847 | $183,592-65.2% | $155,567-59.0% | $145,959-56.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.20% | 61.24%-53.0pp | 64.74%-56.5pp | 561.95%-553.8pp |
| Employer contribution / active EE | $3,427 | $5,315-35.5% | $4,674-26.7% | $4,661-26.5% |
| Participant deferral / active EE | $4,597 | $6,464-28.9% | $5,628-18.3% | $6,689-31.3% |
| Admin fee / account holder | $4,594 | $19,318-76.2% | $15,916-71.1% | $13,398-65.7% |