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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 | $76,462 | $185,312-58.7% | $161,489-52.7% | $154,746-50.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 8.22% | 103.84%-95.6pp | 89.72%-81.5pp | 172.34%-164.1pp |
| Employer contribution / active EE | $4,535 | $4,769-4.9% | $4,268+6.2% | $4,379+3.6% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $26,060 | $18,654+39.7% | $16,006+62.8% | $14,365+81.4% |