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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 | $88,443 | $72,071+22.7% | $68,368+29.4% | $137,256-35.6% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.0%+8.3pp |
| Annual return | 13.02% | 353.14%-340.1pp | 292.57%-279.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $4,021 | $2,788+44.2% | $2,649+51.8% | $4,156-3.3% |
| Participant deferral / active EE | $7,546 | $4,410+71.1% | $4,123+83.0% | $6,407+17.8% |
| Admin fee / account holder | $21,280 | $5,336+298.8% | $5,150+313.2% | $12,270+73.4% |