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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 | $148,810 | $88,815+67.6% | $81,882+81.7% | $145,897+2.0% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 5.41% | 1033.75%-1028.3pp | 779.47%-774.1pp | 552.29%-546.9pp |
| Employer contribution / active EE | $2,350 | $3,086-23.9% | $2,916-19.4% | $4,663-49.6% |
| Participant deferral / active EE | $6,930 | $4,647+49.1% | $4,323+60.3% | $6,689+3.6% |
| Admin fee / account holder | $142,651 | $8,434+1591.3% | $7,360+1838.3% | $13,390+965.3% |