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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 | $64,925 | $227,597-71.5% | $189,575-65.8% | $167,536-61.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 4.05% | 78.44%-74.4pp | 64.19%-60.1pp | 478.82%-474.8pp |
| Employer contribution / active EE | $4,370 | $5,316-17.8% | $4,412-1.0% | $4,839-9.7% |
| Participant deferral / active EE | $8,517 | $7,002+21.6% | $6,174+38.0% | $6,342+34.3% |
| Admin fee / account holder | $1,317 | $11,877-88.9% | $9,806-86.6% | $12,315-89.3% |