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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 | $102,141 | $88,778+15.1% | $81,844+24.8% | $145,884-30.0% |
| Participation rate | 70.6% | 75.1%-4.5pp | 72.4%-1.8pp | 80.3%-9.7pp |
| Annual return | 7.02% | 1033.03%-1026.0pp | 778.87%-771.8pp | 551.85%-544.8pp |
| Employer contribution / active EE | $1,383 | $3,087-55.2% | $2,916-52.6% | $4,662-70.3% |
| Participant deferral / active EE | $2,543 | $4,648-45.3% | $4,323-41.2% | $6,690-62.0% |
| Admin fee / account holder | $17,080 | $8,430+102.6% | $7,355+132.2% | $13,392+27.5% |