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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 | $71,725 | $183,627-60.9% | $155,602-53.9% | $145,978-50.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.29% | 61.32%-54.0pp | 64.81%-57.5pp | 550.52%-543.2pp |
| Employer contribution / active EE | $23,887 | $5,316+349.3% | $4,675+410.9% | $4,662+412.4% |
| Participant deferral / active EE | $11,500 | $6,466+77.9% | $5,629+104.3% | $6,690+71.9% |
| Admin fee / account holder | $381 | $19,327-98.0% | $15,923-97.6% | $13,400-97.2% |