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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 | $60,643 | $217,432-72.1% | $185,851-67.4% | $167,553-63.8% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 5.84% | 148.43%-142.6pp | 122.11%-116.3pp | 478.89%-473.1pp |
| Employer contribution / active EE | $1,933 | $5,874-67.1% | $5,168-62.6% | $4,840-60.1% |
| Participant deferral / active EE | $2,335 | $6,357-63.3% | $5,569-58.1% | $6,343-63.2% |
| Admin fee / account holder | $109,450 | $19,820+452.2% | $16,245+573.7% | $12,316+788.7% |