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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 | $70,121-42.5% | $63,803-36.9% | $138,895-71.0% |
| Participation rate | 80.0% | 77.2%+2.8pp | 72.7%+7.3pp | 79.9%+0.1pp |
| Annual return | 5.46% | 946.48%-941.0pp | 543.72%-538.3pp | 145.39%-139.9pp |
| Employer contribution / active EE | $4,529 | $2,882+57.2% | $2,532+78.9% | $4,194+8.0% |
| Participant deferral / active EE | $4,746 | $4,535+4.6% | $3,843+23.5% | $6,396-25.8% |
| Admin fee / account holder | $117,071 | $6,738+1637.6% | $5,196+2152.9% | $12,562+831.9% |