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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 | $51,456 | $175,259-70.6% | $149,723-65.6% | $139,487-63.1% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 7.66% | 166.82%-159.2pp | 134.50%-126.8pp | 373.84%-366.2pp |
| Employer contribution / active EE | $5,065 | $5,478-7.5% | $4,821+5.1% | $4,755+6.5% |
| Participant deferral / active EE | $7,125 | $6,522+9.3% | $5,682+25.4% | $6,713+6.1% |
| Admin fee / account holder | $399,896 | $16,158+2374.9% | $13,215+2926.1% | $11,407+3405.6% |