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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 | $44,376 | $217,432-79.6% | $185,851-76.1% | $167,553-73.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.81% | 148.43%-144.6pp | 122.11%-118.3pp | 478.89%-475.1pp |
| Employer contribution / active EE | $2,807 | $5,874-52.2% | $5,168-45.7% | $4,840-42.0% |
| Participant deferral / active EE | $6,125 | $6,357-3.6% | $5,569+10.0% | $6,343-3.4% |
| Admin fee / account holder | $122,476 | $19,820+517.9% | $16,245+653.9% | $12,316+894.4% |