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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 | $93,484 | $183,592-49.1% | $155,574-39.9% | $145,877-35.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.18% | 61.37%-56.2pp | 64.87%-59.7pp | 551.28%-546.1pp |
| Employer contribution / active EE | $2,033 | $5,317-61.8% | $4,676-56.5% | $4,663-56.4% |
| Participant deferral / active EE | $10,321 | $6,466+59.6% | $5,629+83.3% | $6,691+54.3% |
| Admin fee / account holder | $2,647 | $19,316-86.3% | $15,914-83.4% | $13,402-80.2% |