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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 | $122,128 | $210,698-42.0% | $178,014-31.4% | $145,959-16.3% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 4.80% | 386.27%-381.5pp | 294.80%-290.0pp | 561.95%-557.2pp |
| Employer contribution / active EE | $3,347 | $4,567-26.7% | $3,950-15.3% | $4,661-28.2% |
| Participant deferral / active EE | $5,485 | $6,958-21.2% | $6,276-12.6% | $6,689-18.0% |
| Admin fee / account holder | $155,288 | $12,016+1192.4% | $10,362+1398.7% | $13,398+1059.1% |