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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 | $154,228-57.6% | $145,433-55.0% | $137,256-52.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 2.40% | 74.59%-72.2pp | 66.58%-64.2pp | 220.34%-217.9pp |
| Employer contribution / active EE | $4,053 | $4,804-15.6% | $4,554-11.0% | $4,156-2.5% |
| Participant deferral / active EE | $19,275 | $8,216+134.6% | $7,897+144.1% | $6,407+200.9% |
| Admin fee / account holder | $234,421 | $14,344+1534.3% | $13,129+1685.5% | $12,270+1810.5% |