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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 | $102,226 | $183,516-44.3% | $155,534-34.3% | $145,884-29.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 7.57% | 61.43%-53.9pp | 64.92%-57.3pp | 551.85%-544.3pp |
| Employer contribution / active EE | $6,465 | $5,315+21.6% | $4,675+38.3% | $4,662+38.7% |
| Participant deferral / active EE | $10,003 | $6,467+54.7% | $5,630+77.7% | $6,690+49.5% |
| Admin fee / account holder | $269,613 | $19,293+1297.4% | $15,900+1595.7% | $13,392+1913.3% |