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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 | $124,602 | $202,342-38.4% | $172,752-27.9% | $152,897-18.5% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.5%-0.6pp |
| Annual return | 2.29% | 1029.83%-1027.5pp | 802.97%-800.7pp | 345.43%-343.1pp |
| Employer contribution / active EE | $2,647 | $5,858-54.8% | $5,144-48.5% | $4,764-44.4% |
| Participant deferral / active EE | $2,105 | $5,948-64.6% | $5,198-59.5% | $5,851-64.0% |
| Admin fee / account holder | $165,960 | $17,111+869.9% | $13,955+1089.3% | $11,599+1330.8% |