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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 | $83,503 | $172,111-51.5% | $150,298-44.4% | $137,256-39.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 5.25% | 69.37%-64.1pp | 62.79%-57.5pp | 220.34%-215.1pp |
| Employer contribution / active EE | $4,757 | $4,636+2.6% | $4,154+14.5% | $4,156+14.5% |
| Participant deferral / active EE | $6,050 | $6,166-1.9% | $5,453+11.0% | $6,407-5.6% |
| Admin fee / account holder | $376,827 | $16,471+2187.8% | $14,116+2569.5% | $12,270+2971.1% |