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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 | $230,552 | $157,296+46.6% | $141,191+63.3% | $152,897+50.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 13.03% | 64.34%-51.3pp | 71.41%-58.4pp | 345.43%-332.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,078 | $7,111+27.7% | $6,710+35.3% | $5,851+55.2% |
| Admin fee / account holder | $7,642 | $12,125-37.0% | $10,264-25.5% | $11,599-34.1% |