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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 | $84,554 | $185,312-54.4% | $161,489-47.6% | $154,746-45.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 6.57% | 103.84%-97.3pp | 89.72%-83.2pp | 172.34%-165.8pp |
| Employer contribution / active EE | $2,828 | $4,769-40.7% | $4,268-33.7% | $4,379-35.4% |
| Participant deferral / active EE | $5,953 | $6,350-6.2% | $5,630+5.7% | $6,730-11.5% |
| Admin fee / account holder | $197,965 | $18,654+961.2% | $16,006+1136.8% | $14,365+1278.1% |