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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 | $125,190-52.6% | $105,624-43.8% | $145,897-59.3% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 5.60% | 225.22%-219.6pp | 116.20%-110.6pp | 552.29%-546.7pp |
| Employer contribution / active EE | $8,844 | $3,720+137.7% | $3,168+179.2% | $4,663+89.7% |
| Participant deferral / active EE | $3,760 | $5,716-34.2% | $5,013-25.0% | $6,689-43.8% |
| Admin fee / account holder | $348,288 | $17,138+1932.3% | $10,961+3077.4% | $13,390+2501.0% |