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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 | $79,902 | $148,623-46.2% | $135,974-41.2% | $139,466-42.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.91% | 79.30%-73.4pp | 68.30%-62.4pp | 373.66%-367.8pp |
| Employer contribution / active EE | $4,773 | $5,246-9.0% | $4,859-1.8% | $4,754+0.4% |
| Participant deferral / active EE | $7,796 | $8,103-3.8% | $7,760+0.5% | $6,712+16.2% |
| Admin fee / account holder | $98,359 | $12,406+692.9% | $10,767+813.6% | $11,409+762.1% |