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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 | $65,401 | $162,136-59.7% | $152,301-57.1% | $154,746-57.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 2.40% | 91.02%-88.6pp | 80.50%-78.1pp | 172.34%-169.9pp |
| Employer contribution / active EE | $4,053 | $4,890-17.1% | $4,624-12.4% | $4,379-7.5% |
| Participant deferral / active EE | $19,275 | $8,341+131.1% | $8,004+140.8% | $6,730+186.4% |
| Admin fee / account holder | $234,421 | $15,759+1387.5% | $14,398+1528.2% | $14,365+1531.9% |