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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 | $73,298 | $99,011-26.0% | $86,582-15.3% | $147,586-50.3% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 7.59% | 1312.75%-1305.2pp | 965.08%-957.5pp | 578.59%-571.0pp |
| Employer contribution / active EE | $5,117 | $3,132+63.4% | $2,839+80.2% | $4,876+4.9% |
| Participant deferral / active EE | $7,381 | $3,972+85.8% | $3,609+104.5% | $5,439+35.7% |
| Admin fee / account holder | $63,955 | $5,709+1020.3% | $4,904+1204.1% | $10,886+487.5% |