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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 | $85,795 | $185,312-53.7% | $161,489-46.9% | $154,746-44.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 0.58% | 103.84%-103.3pp | 89.72%-89.1pp | 172.34%-171.8pp |
| Employer contribution / active EE | $1,788 | $4,769-62.5% | $4,268-58.1% | $4,379-59.2% |
| Participant deferral / active EE | $12,400 | $6,350+95.3% | $5,630+120.3% | $6,730+84.2% |
| Admin fee / account holder | $2,970 | $18,654-84.1% | $16,006-81.4% | $14,365-79.3% |