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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 | $89,022 | $183,592-51.5% | $155,567-42.8% | $145,959-39.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.35% | 61.24%-53.9pp | 64.74%-57.4pp | 561.95%-554.6pp |
| Employer contribution / active EE | $3,000 | $5,315-43.6% | $4,674-35.8% | $4,661-35.6% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $987 | $19,318-94.9% | $15,916-93.8% | $13,398-92.6% |