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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 | $77,338 | $109,863-29.6% | $98,477-21.5% | $167,518-53.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 5.78% | 1958.09%-1952.3pp | 1493.59%-1487.8pp | 478.71%-472.9pp |
| Employer contribution / active EE | $15,179 | $3,225+370.6% | $2,961+412.7% | $4,838+213.7% |
| Participant deferral / active EE | $10,768 | $4,673+130.4% | $4,276+151.8% | $6,342+69.8% |
| Admin fee / account holder | $74,698 | $6,755+1005.8% | $5,951+1155.2% | $12,312+506.7% |