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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 | $236,130 | $232,540+1.5% | $185,117+27.6% | $147,586+60.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 5.70% | 43.03%-37.3pp | 40.50%-34.8pp | 578.59%-572.9pp |
| Employer contribution / active EE | $15,600 | $5,195+200.3% | $4,182+273.1% | $4,876+219.9% |
| Participant deferral / active EE | $4,600 | $5,834-21.1% | $5,045-8.8% | $5,439-15.4% |
| Admin fee / account holder | $1,251 | $10,275-87.8% | $8,159-84.7% | $10,886-88.5% |