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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 | $58,112 | $99,635-41.7% | $99,460-41.6% | $198,609-70.7% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.6%-3.6pp | 82.4%-7.4pp |
| Annual return | 3.03% | 11.15%-8.1pp | 11.98%-8.9pp | 202.70%-199.7pp |
| Employer contribution / active EE | $6,359 | $6,694-5.0% | $6,049+5.1% | $5,055+25.8% |
| Participant deferral / active EE | $12,389 | $6,766+83.1% | $5,995+106.7% | $6,977+77.6% |
| Admin fee / account holder | $297,135 | $22,915+1196.7% | $18,725+1486.9% | $19,030+1461.4% |