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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 | $142,868 | $183,516-22.1% | $155,534-8.1% | $145,884-2.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.24% | 61.43%-57.2pp | 64.92%-60.7pp | 551.85%-547.6pp |
| Employer contribution / active EE | $3,252 | $5,315-38.8% | $4,675-30.4% | $4,662-30.3% |
| Participant deferral / active EE | $13,497 | $6,467+108.7% | $5,630+139.7% | $6,690+101.8% |
| Admin fee / account holder | $643 | $19,293-96.7% | $15,900-96.0% | $13,392-95.2% |