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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 | $101,805 | $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 | 7.66% | 61.43%-53.8pp | 64.92%-57.3pp | 551.85%-544.2pp |
| Employer contribution / active EE | $41,424 | $5,315+679.4% | $4,675+786.1% | $4,662+788.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $97,500 | $19,293+405.4% | $15,900+513.2% | $13,392+628.1% |