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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 | $121,336 | $227,291-46.6% | $214,702-43.5% | $155,188-21.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 3.78% | 60.08%-56.3pp | 54.55%-50.8pp | 148.84%-145.1pp |
| Employer contribution / active EE | $6,439 | $6,772-4.9% | $6,461-0.3% | $4,248+51.6% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $109,006 | $20,413+434.0% | $19,830+449.7% | $14,480+652.8% |