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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 | $65,338 | $185,312-64.7% | $161,489-59.5% | $154,746-57.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.73% | 103.84%-94.1pp | 89.72%-80.0pp | 172.34%-162.6pp |
| Employer contribution / active EE | $5,100 | $4,769+6.9% | $4,268+19.5% | $4,379+16.5% |
| Participant deferral / active EE | $3,015 | $6,350-52.5% | $5,630-46.4% | $6,730-55.2% |
| Admin fee / account holder | $92,906 | $18,654+398.0% | $16,006+480.5% | $14,365+546.7% |