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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 | $108,942+62.9% | $100,415+76.7% | $145,897+21.6% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 9.26% | 58.27%-49.0pp | 49.47%-40.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $2,384 | $4,422-46.1% | $3,943-39.5% | $4,663-48.9% |
| Participant deferral / active EE | $7,561 | $8,461-10.6% | $8,091-6.5% | $6,689+13.0% |
| Admin fee / account holder | $68,088 | $9,702+601.8% | $7,906+761.2% | $13,390+408.5% |