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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 | $71,770 | $160,070-55.2% | $147,117-51.2% | $145,897-50.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 3.75% | 98.69%-94.9pp | 420.54%-416.8pp | 552.29%-548.5pp |
| Employer contribution / active EE | $1,196 | $5,285-77.4% | $4,932-75.8% | $4,663-74.3% |
| Participant deferral / active EE | $6,827 | $8,419-18.9% | $8,065-15.3% | $6,689+2.1% |
| Admin fee / account holder | $154,804 | $15,035+929.6% | $12,993+1091.5% | $13,390+1056.1% |