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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 | $167,518 | $89,259+87.7% | $107,187+56.3% | $82,637+102.7% |
| Participation rate | 71.9% | 67.9%+4.0pp | 75.0%-3.1pp | 68.1%+3.9pp |
| Annual return | 10.39% | 21.02%-10.6pp | 204.55%-194.2pp | 53.51%-43.1pp |
| Employer contribution / active EE | $4,410 | $3,080+43.2% | $3,782+16.6% | $2,552+72.8% |
| Participant deferral / active EE | $7,294 | $4,037+80.7% | $5,096+43.1% | $4,126+76.8% |
| Admin fee / account holder | $1,947 | $7,381-73.6% | $9,162-78.7% | $7,339-73.5% |