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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 | $45,105 | $150,346-70.0% | $120,524-62.6% | $145,877-69.1% |
| Participation rate | 85.7% | 78.8%+6.9pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 3.32% | 154.40%-151.1pp | 107.36%-104.0pp | 551.28%-548.0pp |
| Employer contribution / active EE | $4,444 | $4,353+2.1% | $3,469+28.1% | $4,663-4.7% |
| Participant deferral / active EE | $5,201 | $6,172-15.7% | $4,994+4.2% | $6,691-22.3% |
| Admin fee / account holder | $100,553 | $12,215+723.2% | $9,440+965.2% | $13,402+650.3% |