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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 | $86,976 | $154,228-43.6% | $145,433-40.2% | $137,256-36.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.38% | 74.59%-70.2pp | 66.58%-62.2pp | 220.34%-216.0pp |
| Employer contribution / active EE | $5,375 | $4,804+11.9% | $4,554+18.0% | $4,156+29.3% |
| Participant deferral / active EE | $3,055 | $8,216-62.8% | $7,897-61.3% | $6,407-52.3% |
| Admin fee / account holder | $122,825 | $14,344+756.3% | $13,129+835.5% | $12,270+901.0% |