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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 | $199,036 | $72,071+176.2% | $68,368+191.1% | $137,256+45.0% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.0%-7.2pp |
| Annual return | 4.22% | 353.14%-348.9pp | 292.57%-288.4pp | 220.34%-216.1pp |
| Employer contribution / active EE | $4,777 | $2,788+71.3% | $2,649+80.3% | $4,156+14.9% |
| Participant deferral / active EE | $6,113 | $4,410+38.6% | $4,123+48.3% | $6,407-4.6% |
| Admin fee / account holder | $400,379 | $5,336+7404.0% | $5,150+7674.6% | $12,270+3163.0% |