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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 | $75,442 | $175,259-57.0% | $149,723-49.6% | $139,487-45.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.60% | 166.82%-156.2pp | 134.50%-123.9pp | 373.84%-363.2pp |
| Employer contribution / active EE | $5,466 | $5,478-0.2% | $4,821+13.4% | $4,755+15.0% |
| Participant deferral / active EE | $12,000 | $6,522+84.0% | $5,682+111.2% | $6,713+78.8% |
| Admin fee / account holder | $746 | $16,158-95.4% | $13,215-94.4% | $11,407-93.5% |