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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 | $105,939 | $181,062-41.5% | $158,223-33.0% | $155,188-31.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 8.68% | 57.39%-48.7pp | 52.09%-43.4pp | 148.84%-140.2pp |
| Employer contribution / active EE | $2,139 | $4,565-53.1% | $4,109-47.9% | $4,248-49.6% |
| Participant deferral / active EE | $5,268 | $6,134-14.1% | $5,467-3.6% | $6,531-19.3% |
| Admin fee / account holder | $285,910 | $18,825+1418.8% | $16,047+1681.7% | $14,480+1874.5% |