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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 | $229,262 | $117,829+94.6% | $102,423+123.8% | $145,877+57.2% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 6.40% | 31.83%-25.4pp | 29.42%-23.0pp | 551.28%-544.9pp |
| Employer contribution / active EE | $1,483 | $3,615-59.0% | $3,023-50.9% | $4,663-68.2% |
| Participant deferral / active EE | $7,305 | $5,732+27.4% | $5,054+44.5% | $6,691+9.2% |
| Admin fee / account holder | $111,237 | $13,335+734.2% | $9,455+1076.6% | $13,402+730.0% |