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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 | $40,291 | $68,097-40.8% | $62,929-36.0% | $137,256-70.6% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.0%0pp |
| Annual return | 5.46% | 1859.11%-1853.7pp | 1063.93%-1058.5pp | 220.34%-214.9pp |
| Employer contribution / active EE | $4,529 | $2,811+61.1% | $2,505+80.8% | $4,156+9.0% |
| Participant deferral / active EE | $4,746 | $4,553+4.2% | $3,888+22.0% | $6,407-25.9% |
| Admin fee / account holder | $117,071 | $6,521+1695.2% | $5,065+2211.6% | $12,270+854.1% |