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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 | $59,373 | $125,237-52.6% | $105,608-43.8% | $145,877-59.3% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 5.60% | 225.76%-220.2pp | 116.50%-110.9pp | 551.28%-545.7pp |
| Employer contribution / active EE | $8,844 | $3,720+137.7% | $3,167+179.2% | $4,663+89.7% |
| Participant deferral / active EE | $3,760 | $5,711-34.2% | $5,010-24.9% | $6,691-43.8% |
| Admin fee / account holder | $348,288 | $17,287+1914.7% | $11,028+3058.2% | $13,402+2498.7% |