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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 | $70,366+25.7% | $66,674+32.7% | $138,895-36.3% |
| Participation rate | 88.2% | 76.2%+12.1pp | 73.7%+14.6pp | 79.9%+8.3pp |
| Annual return | 13.02% | 386.41%-373.4pp | 321.24%-308.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $4,021 | $2,765+45.4% | $2,620+53.5% | $4,194-4.1% |
| Participant deferral / active EE | $7,546 | $4,374+72.5% | $4,084+84.8% | $6,396+18.0% |
| Admin fee / account holder | $21,280 | $5,262+304.4% | $5,098+317.4% | $12,562+69.4% |