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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 | $64,682 | $183,592-64.8% | $155,567-58.4% | $145,959-55.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.70% | 61.24%-56.5pp | 64.74%-60.0pp | 561.95%-557.3pp |
| Employer contribution / active EE | $2,508 | $5,315-52.8% | $4,674-46.3% | $4,661-46.2% |
| Participant deferral / active EE | $7,310 | $6,464+13.1% | $5,628+29.9% | $6,689+9.3% |
| Admin fee / account holder | $445,115 | $19,318+2204.1% | $15,916+2696.6% | $13,398+3222.3% |