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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 | $76,368-18.6% | $67,681-8.1% | $154,746-59.8% |
| Participation rate | 75.0% | 79.0%-4.0pp | 73.7%+1.3pp | 80.7%-5.7pp |
| Annual return | 6.99% | 1066.77%-1059.8pp | 590.58%-583.6pp | 172.34%-165.3pp |
| Employer contribution / active EE | $5,460 | $3,151+73.2% | $2,678+103.8% | $4,379+24.7% |
| Participant deferral / active EE | $5,460 | $4,824+13.2% | $3,976+37.3% | $6,730-18.9% |
| Admin fee / account holder | $30,169 | $8,559+252.5% | $6,100+394.6% | $14,365+110.0% |