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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 | $87,806 | $185,312-52.6% | $161,489-45.6% | $154,746-43.3% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 7.28% | 103.84%-96.6pp | 89.72%-82.4pp | 172.34%-165.1pp |
| Employer contribution / active EE | $3,722 | $4,769-22.0% | $4,268-12.8% | $4,379-15.0% |
| Participant deferral / active EE | $8,361 | $6,350+31.7% | $5,630+48.5% | $6,730+24.2% |
| Admin fee / account holder | $450,468 | $18,654+2314.8% | $16,006+2714.4% | $14,365+3035.8% |