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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 | $124,046 | $154,754-19.8% | $124,206-0.1% | $138,895-10.7% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.6%+0.4pp | 79.9%-9.9pp |
| Annual return | 5.70% | 709.28%-703.6pp | 515.27%-509.6pp | 145.39%-139.7pp |
| Employer contribution / active EE | $2,584 | $4,446-41.9% | $3,540-27.0% | $4,194-38.4% |
| Participant deferral / active EE | $5,702 | $4,621+23.4% | $3,968+43.7% | $6,396-10.8% |
| Admin fee / account holder | $59,239 | $6,690+785.5% | $5,929+899.2% | $12,562+371.6% |