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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 | $86,683 | $166,131-47.8% | $164,975-47.5% | $145,877-40.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 4.69% | 100.37%-95.7pp | 70.12%-65.4pp | 551.28%-546.6pp |
| Employer contribution / active EE | $2,840 | $5,276-46.2% | $4,343-34.6% | $4,663-39.1% |
| Participant deferral / active EE | $5,115 | $6,962-26.5% | $6,033-15.2% | $6,691-23.5% |
| Admin fee / account holder | $189,506 | $16,648+1038.3% | $12,688+1393.6% | $13,402+1314.0% |