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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 | $64,622 | $166,020-61.1% | $164,866-60.8% | $145,959-55.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 6.72% | 100.08%-93.4pp | 69.97%-63.2pp | 561.95%-555.2pp |
| Employer contribution / active EE | $3,508 | $5,275-33.5% | $4,343-19.2% | $4,661-24.7% |
| Participant deferral / active EE | $7,987 | $6,961+14.7% | $6,033+32.4% | $6,689+19.4% |
| Admin fee / account holder | $112,785 | $16,644+577.6% | $12,689+788.8% | $13,398+741.8% |