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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 | $90,087 | $104,709-14.0% | $85,705+5.1% | $167,553-46.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 5.05% | 21.45%-16.4pp | 21.49%-16.4pp | 478.89%-473.8pp |
| Employer contribution / active EE | $3,708 | $3,338+11.1% | $2,619+41.6% | $4,840-23.4% |
| Participant deferral / active EE | $9,423 | $4,827+95.2% | $3,924+140.1% | $6,343+48.6% |
| Admin fee / account holder | $54,826 | $10,036+446.3% | $6,877+697.3% | $12,316+345.2% |