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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 | $47,902 | $156,398-69.4% | $147,318-67.5% | $138,895-65.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 3.06% | 78.75%-75.7pp | 70.43%-67.4pp | 145.39%-142.3pp |
| Employer contribution / active EE | $1,065 | $4,853-78.1% | $4,593-76.8% | $4,194-74.6% |
| Participant deferral / active EE | $3,698 | $8,237-55.1% | $7,906-53.2% | $6,396-42.2% |
| Admin fee / account holder | $94,072 | $14,976+528.2% | $13,708+586.3% | $12,562+648.9% |