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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 | $93,353 | $148,623-37.2% | $135,974-31.3% | $139,466-33.1% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 8.29% | 79.30%-71.0pp | 68.30%-60.0pp | 373.66%-365.4pp |
| Employer contribution / active EE | $6,026 | $5,246+14.9% | $4,859+24.0% | $4,754+26.8% |
| Participant deferral / active EE | $3,571 | $8,103-55.9% | $7,760-54.0% | $6,712-46.8% |
| Admin fee / account holder | $455,192 | $12,406+3569.2% | $10,767+4127.8% | $11,409+3889.9% |