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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 | $161,704 | $135,956+18.9% | $123,894+30.5% | $273,972-41.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.58% | 56.63%-56.0pp | 47.52%-46.9pp | 41.46%-40.9pp |
| Employer contribution / active EE | $3,131 | $5,170-39.4% | $4,617-32.2% | $4,869-35.7% |
| Participant deferral / active EE | $9,472 | $6,343+49.3% | $5,984+58.3% | $5,287+79.1% |
| Admin fee / account holder | $36,020 | $9,817+266.9% | $8,357+331.0% | $10,133+255.5% |