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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 | $70,706 | $228,352-69.0% | $185,827-62.0% | $158,950-55.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 1.69% | 40.81%-39.1pp | 35.96%-34.3pp | 302.91%-301.2pp |
| Employer contribution / active EE | $3,099 | $4,967-37.6% | $4,087-24.2% | $4,762-34.9% |
| Participant deferral / active EE | $4,933 | $6,416-23.1% | $5,633-12.4% | $5,983-17.5% |
| Admin fee / account holder | $20,139 | $11,867+69.7% | $9,502+112.0% | $11,248+79.0% |