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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 | $110,231 | $202,342-45.5% | $172,753-36.2% | $152,909-27.9% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 9.12% | 1029.88%-1020.8pp | 803.00%-793.9pp | 345.46%-336.3pp |
| Employer contribution / active EE | $2,362 | $5,857-59.7% | $5,144-54.1% | $4,764-50.4% |
| Participant deferral / active EE | $2,768 | $5,948-53.5% | $5,198-46.7% | $5,851-52.7% |
| Admin fee / account holder | $103,297 | $17,112+503.7% | $13,956+640.2% | $11,601+790.4% |