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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 | $59,991 | $183,539-67.3% | $155,556-61.4% | $145,897-58.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 7.04% | 61.31%-54.3pp | 64.84%-57.8pp | 552.29%-545.2pp |
| Employer contribution / active EE | $8,053 | $5,315+51.5% | $4,675+72.2% | $4,663+72.7% |
| Participant deferral / active EE | $10,631 | $6,467+64.4% | $5,631+88.8% | $6,689+58.9% |
| Admin fee / account holder | $244,650 | $19,275+1169.3% | $15,885+1440.1% | $13,390+1727.1% |