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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 | $86,914 | $197,637-56.0% | $177,848-51.1% | $158,982-45.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 4.22% | 58.77%-54.5pp | 48.33%-44.1pp | 302.99%-298.8pp |
| Employer contribution / active EE | $1,758 | $6,698-73.8% | $5,919-70.3% | $4,763-63.1% |
| Participant deferral / active EE | $7,341 | $8,405-12.7% | $7,714-4.8% | $5,983+22.7% |
| Admin fee / account holder | $124,019 | $15,406+705.0% | $12,431+897.6% | $11,252+1002.2% |