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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 | $97,915 | $183,592-46.7% | $155,574-37.1% | $145,877-32.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.26% | 61.37%-53.1pp | 64.87%-56.6pp | 551.28%-543.0pp |
| Employer contribution / active EE | $4,240 | $5,317-20.3% | $4,676-9.3% | $4,663-9.1% |
| Participant deferral / active EE | $16,958 | $6,466+162.3% | $5,629+201.2% | $6,691+153.5% |
| Admin fee / account holder | $345,232 | $19,316+1687.3% | $15,914+2069.3% | $13,402+2475.9% |