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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 | $99,044 | $183,516-46.0% | $155,534-36.3% | $145,884-32.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.96% | 61.43%-53.5pp | 64.92%-57.0pp | 551.85%-543.9pp |
| Employer contribution / active EE | $8,290 | $5,315+56.0% | $4,675+77.3% | $4,662+77.8% |
| Participant deferral / active EE | $15,667 | $6,467+142.3% | $5,630+178.3% | $6,690+134.2% |
| Admin fee / account holder | $3,903 | $19,293-79.8% | $15,900-75.5% | $13,392-70.9% |