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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 | $244,191 | $157,304+55.2% | $141,197+72.9% | $152,909+59.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 13.58% | 64.34%-50.8pp | 71.41%-57.8pp | 345.46%-331.9pp |
| Employer contribution / active EE | $14,927 | $5,263+183.6% | $4,736+215.2% | $4,764+213.3% |
| Participant deferral / active EE | $7,321 | $7,111+3.0% | $6,710+9.1% | $5,851+25.1% |
| Admin fee / account holder | $52,882 | $12,126+336.1% | $10,265+415.2% | $11,601+355.9% |