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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 | $26,471 | $228,352-88.4% | $185,835-85.8% | $158,966-83.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 1.23% | 40.81%-39.6pp | 35.96%-34.7pp | 302.95%-301.7pp |
| Employer contribution / active EE | $4,367 | $4,967-12.1% | $4,087+6.8% | $4,762-8.3% |
| Participant deferral / active EE | $4,094 | $6,416-36.2% | $5,633-27.3% | $5,983-31.6% |
| Admin fee / account holder | $78,852 | $11,867+564.5% | $9,502+729.9% | $11,250+600.9% |