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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 | $38,852 | $70,121-44.6% | $63,803-39.1% | $138,895-72.0% |
| Participation rate | 77.8% | 77.2%+0.6pp | 72.7%+5.1pp | 79.9%-2.1pp |
| Annual return | 2.67% | 946.48%-943.8pp | 543.72%-541.1pp | 145.39%-142.7pp |
| Employer contribution / active EE | $3,360 | $2,882+16.6% | $2,532+32.7% | $4,194-19.9% |
| Participant deferral / active EE | $5,984 | $4,535+31.9% | $3,843+55.7% | $6,396-6.4% |
| Admin fee / account holder | $78,397 | $6,738+1063.6% | $5,196+1408.6% | $12,562+524.1% |