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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 | $70,015 | $102,635-31.8% | $86,209-18.8% | $139,456-49.8% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 7.79% | 1923.53%-1915.7pp | 1169.05%-1161.3pp | 373.45%-365.7pp |
| Employer contribution / active EE | $1,849 | $3,034-39.1% | $2,381-22.4% | $4,753-61.1% |
| Participant deferral / active EE | $3,697 | $4,677-21.0% | $3,986-7.3% | $6,711-44.9% |
| Admin fee / account holder | $89,508 | $8,661+933.5% | $6,853+1206.2% | $11,407+684.7% |