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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 | $73,421-15.3% | $66,439-6.4% | $155,188-59.9% |
| Participation rate | 75.0% | 79.7%-4.7pp | 74.5%+0.5pp | 80.8%-5.8pp |
| Annual return | 6.99% | 1382.37%-1375.4pp | 757.66%-750.7pp | 148.84%-141.8pp |
| Employer contribution / active EE | $5,460 | $3,039+79.7% | $2,637+107.1% | $4,248+28.5% |
| Participant deferral / active EE | $5,460 | $4,680+16.7% | $3,876+40.9% | $6,531-16.4% |
| Admin fee / account holder | $30,169 | $8,856+240.7% | $6,173+388.7% | $14,480+108.4% |