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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 | $177,432 | $108,912+62.9% | $100,383+76.8% | $145,959+21.6% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 9.26% | 57.96%-48.7pp | 49.26%-40.0pp | 561.95%-552.7pp |
| Employer contribution / active EE | $2,384 | $4,423-46.1% | $3,944-39.5% | $4,661-48.8% |
| Participant deferral / active EE | $7,561 | $8,451-10.5% | $8,086-6.5% | $6,689+13.0% |
| Admin fee / account holder | $68,088 | $9,690+602.6% | $7,900+761.9% | $13,398+408.2% |