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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 | $25,616 | $183,592-86.0% | $155,574-83.5% | $145,877-82.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 2.67% | 61.37%-58.7pp | 64.87%-62.2pp | 551.28%-548.6pp |
| Employer contribution / active EE | $1,979 | $5,317-62.8% | $4,676-57.7% | $4,663-57.6% |
| Participant deferral / active EE | $2,381 | $6,466-63.2% | $5,629-57.7% | $6,691-64.4% |
| Admin fee / account holder | $62,288 | $19,316+222.5% | $15,914+291.4% | $13,402+364.8% |