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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 | $98,011 | $185,312-47.1% | $161,489-39.3% | $154,746-36.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 3.01% | 103.84%-100.8pp | 89.72%-86.7pp | 172.34%-169.3pp |
| Employer contribution / active EE | $1,299 | $4,769-72.8% | $4,268-69.6% | $4,379-70.3% |
| Participant deferral / active EE | $3,585 | $6,350-43.5% | $5,630-36.3% | $6,730-46.7% |
| Admin fee / account holder | $130,116 | $18,654+597.5% | $16,006+712.9% | $14,365+805.8% |