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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 | $104,848 | $107,363-2.3% | $92,909+12.9% | $152,897-31.4% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.5%+8.5pp |
| Annual return | 1.12% | 145.63%-144.5pp | 109.44%-108.3pp | 345.43%-344.3pp |
| Employer contribution / active EE | $4,079 | $4,222-3.4% | $3,653+11.6% | $4,764-14.4% |
| Participant deferral / active EE | $7,621 | $4,848+57.2% | $4,238+79.8% | $5,851+30.2% |
| Admin fee / account holder | $56,875 | $7,082+703.1% | $5,795+881.4% | $11,599+390.3% |