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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 | $123,369 | $100,911+22.3% | $90,440+36.4% | $158,966-22.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 4.11% | 1726.62%-1722.5pp | 1294.38%-1290.3pp | 302.95%-298.8pp |
| Employer contribution / active EE | $1,808 | $3,690-51.0% | $3,263-44.6% | $4,762-62.0% |
| Participant deferral / active EE | $4,149 | $4,348-4.6% | $3,964+4.7% | $5,983-30.7% |
| Admin fee / account holder | $39,286 | $6,507+503.7% | $5,615+599.7% | $11,250+249.2% |