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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 | $163,691 | $115,814+41.3% | $101,275+61.6% | $158,982+3.0% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 6.87% | 56.16%-49.3pp | 46.48%-39.6pp | 302.99%-296.1pp |
| Employer contribution / active EE | $14,334 | $4,176+243.3% | $3,660+291.6% | $4,763+200.9% |
| Participant deferral / active EE | $11,501 | $4,958+132.0% | $4,371+163.1% | $5,983+92.2% |
| Admin fee / account holder | $158,039 | $7,249+2080.2% | $5,948+2557.0% | $11,252+1304.6% |