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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 | $222,249 | $157,304+41.3% | $141,197+57.4% | $152,909+45.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.37% | 64.34%-61.0pp | 71.41%-68.0pp | 345.46%-342.1pp |
| Employer contribution / active EE | $3,079 | $5,263-41.5% | $4,736-35.0% | $4,764-35.4% |
| Participant deferral / active EE | $13,063 | $7,111+83.7% | $6,710+94.7% | $5,851+123.2% |
| Admin fee / account holder | $13,488 | $12,126+11.2% | $10,265+31.4% | $11,601+16.3% |