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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 | $110,061 | $225,673-51.2% | $203,872-46.0% | $155,188-29.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 2.45% | 95.91%-93.5pp | 85.11%-82.7pp | 148.84%-146.4pp |
| Employer contribution / active EE | $22,573 | $4,099+450.8% | $3,757+500.8% | $4,248+431.4% |
| Participant deferral / active EE | $2,136 | $6,893-69.0% | $6,388-66.6% | $6,531-67.3% |
| Admin fee / account holder | $45,445 | $12,327+268.7% | $11,730+287.4% | $14,480+213.9% |