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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 | $208,698 | $148,629+40.4% | $135,982+53.5% | $139,487+49.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.21% | 79.33%-70.1pp | 68.32%-59.1pp | 373.84%-364.6pp |
| Employer contribution / active EE | $3,233 | $5,247-38.4% | $4,859-33.5% | $4,755-32.0% |
| Participant deferral / active EE | $9,113 | $8,102+12.5% | $7,760+17.4% | $6,713+35.8% |
| Admin fee / account holder | $34,146 | $12,406+175.2% | $10,767+217.1% | $11,407+199.3% |