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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 | $76,368-47.2% | $67,681-40.5% | $154,746-74.0% |
| Participation rate | 80.0% | 79.0%+1.0pp | 73.7%+6.3pp | 80.7%-0.7pp |
| Annual return | 5.46% | 1066.77%-1061.3pp | 590.58%-585.1pp | 172.34%-166.9pp |
| Employer contribution / active EE | $4,529 | $3,151+43.7% | $2,678+69.1% | $4,379+3.4% |
| Participant deferral / active EE | $4,746 | $4,824-1.6% | $3,976+19.4% | $6,730-29.5% |
| Admin fee / account holder | $117,071 | $8,559+1267.7% | $6,100+1819.3% | $14,365+715.0% |