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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 | $101,810 | $183,516-44.5% | $155,534-34.5% | $145,884-30.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.50% | 61.43%-54.9pp | 64.92%-58.4pp | 551.85%-545.4pp |
| Employer contribution / active EE | $20,849 | $5,315+292.3% | $4,675+346.0% | $4,662+347.2% |
| Participant deferral / active EE | $12,088 | $6,467+86.9% | $5,630+114.7% | $6,690+80.7% |
| Admin fee / account holder | $233,519 | $19,293+1110.4% | $15,900+1368.7% | $13,392+1643.7% |