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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 | $196,972-66.8% | $182,262-64.1% | $198,609-67.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 2.40% | 158.27%-155.9pp | 140.60%-138.2pp | 202.70%-200.3pp |
| Employer contribution / active EE | $4,053 | $5,364-24.4% | $5,046-19.7% | $5,055-19.8% |
| Participant deferral / active EE | $19,275 | $8,643+123.0% | $8,276+132.9% | $6,977+176.3% |
| Admin fee / account holder | $234,421 | $18,429+1172.0% | $16,712+1302.7% | $19,030+1131.8% |