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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 | $77,114 | $183,539-58.0% | $155,556-50.4% | $145,897-47.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.08% | 61.31%-53.2pp | 64.84%-56.8pp | 552.29%-544.2pp |
| Employer contribution / active EE | $2,740 | $5,315-48.4% | $4,675-41.4% | $4,663-41.2% |
| Participant deferral / active EE | $17,564 | $6,467+171.6% | $5,631+211.9% | $6,689+162.6% |
| Admin fee / account holder | $1,248 | $19,275-93.5% | $15,885-92.1% | $13,390-90.7% |