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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 | $62,198 | $68,097-8.7% | $62,929-1.2% | $137,256-54.7% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 6.99% | 1859.11%-1852.1pp | 1063.93%-1056.9pp | 220.34%-213.4pp |
| Employer contribution / active EE | $5,460 | $2,811+94.2% | $2,505+118.0% | $4,156+31.4% |
| Participant deferral / active EE | $5,460 | $4,553+19.9% | $3,888+40.4% | $6,407-14.8% |
| Admin fee / account holder | $30,169 | $6,521+362.6% | $5,065+495.7% | $12,270+145.9% |