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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 | $137,730 | $183,539-25.0% | $155,556-11.5% | $145,897-5.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.25% | 61.31%-56.1pp | 64.84%-59.6pp | 552.29%-547.0pp |
| Employer contribution / active EE | $2,056 | $5,315-61.3% | $4,675-56.0% | $4,663-55.9% |
| Participant deferral / active EE | $3,841 | $6,467-40.6% | $5,631-31.8% | $6,689-42.6% |
| Admin fee / account holder | $586 | $19,275-97.0% | $15,885-96.3% | $13,390-95.6% |