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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 | $161,880 | $111,535+45.1% | $105,223+53.8% | $137,256+17.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 4.42% | 237.85%-233.4pp | 180.65%-176.2pp | 220.34%-215.9pp |
| Employer contribution / active EE | $2,811 | $3,939-28.7% | $3,689-23.8% | $4,156-32.4% |
| Participant deferral / active EE | $7,585 | $5,500+37.9% | $5,072+49.6% | $6,407+18.4% |
| Admin fee / account holder | $73,136 | $9,721+652.3% | $8,859+725.6% | $12,270+496.0% |