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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 | $49,915 | $183,592-72.8% | $155,567-67.9% | $145,959-65.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.63% | 61.24%-53.6pp | 64.74%-57.1pp | 561.95%-554.3pp |
| Employer contribution / active EE | $8,287 | $5,315+55.9% | $4,674+77.3% | $4,661+77.8% |
| Participant deferral / active EE | $26,750 | $6,464+313.8% | $5,628+375.3% | $6,689+299.9% |
| Admin fee / account holder | $1,054 | $19,318-94.5% | $15,916-93.4% | $13,398-92.1% |