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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 | $76,051 | $183,539-58.6% | $155,556-51.1% | $145,897-47.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.74% | 61.31%-54.6pp | 64.84%-58.1pp | 552.29%-545.6pp |
| Employer contribution / active EE | $2,335 | $5,315-56.1% | $4,675-50.1% | $4,663-49.9% |
| Participant deferral / active EE | $6,906 | $6,467+6.8% | $5,631+22.6% | $6,689+3.2% |
| Admin fee / account holder | $12,343 | $19,275-36.0% | $15,885-22.3% | $13,390-7.8% |