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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 | $99,548 | $183,592-45.8% | $155,574-36.0% | $145,877-31.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.08% | 61.37%-59.3pp | 64.87%-62.8pp | 551.28%-549.2pp |
| Employer contribution / active EE | $2,474 | $5,317-53.5% | $4,676-47.1% | $4,663-46.9% |
| Participant deferral / active EE | $10,167 | $6,466+57.2% | $5,629+80.6% | $6,691+52.0% |
| Admin fee / account holder | $354,141 | $19,316+1733.4% | $15,914+2125.3% | $13,402+2542.4% |