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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 | $113,659 | $135,956-16.4% | $123,894-8.3% | $273,972-58.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.98% | 56.63%-54.6pp | 47.52%-45.5pp | 41.46%-39.5pp |
| Employer contribution / active EE | $3,360 | $5,170-35.0% | $4,617-27.2% | $4,869-31.0% |
| Participant deferral / active EE | $5,773 | $6,343-9.0% | $5,984-3.5% | $5,287+9.2% |
| Admin fee / account holder | $55,482 | $9,817+465.1% | $8,357+563.9% | $10,133+447.6% |