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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 | $249,340 | $157,276+58.5% | $141,177+76.6% | $152,885+63.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.25% | 64.33%-60.1pp | 71.40%-67.1pp | 345.39%-341.1pp |
| Employer contribution / active EE | $3,762 | $5,262-28.5% | $4,736-20.6% | $4,763-21.0% |
| Participant deferral / active EE | $9,193 | $7,110+29.3% | $6,710+37.0% | $5,851+57.1% |
| Admin fee / account holder | $6,154 | $12,123-49.2% | $10,263-40.0% | $11,598-46.9% |