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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 | $70,532-17.6% | $68,948-15.7% | $137,256-57.7% |
| Participation rate | 75.0% | 81.0%-6.0pp | 79.2%-4.2pp | 80.0%-5.0pp |
| Annual return | 3.03% | 32.56%-29.5pp | 28.39%-25.4pp | 220.34%-217.3pp |
| Employer contribution / active EE | $6,359 | $4,355+46.0% | $4,165+52.7% | $4,156+53.0% |
| Participant deferral / active EE | $12,389 | $6,773+82.9% | $6,186+100.3% | $6,407+93.4% |
| Admin fee / account holder | $297,135 | $7,916+3653.5% | $7,539+3841.5% | $12,270+2321.6% |