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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 | $240,938 | $157,296+53.2% | $141,191+70.6% | $152,897+57.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 6.93% | 64.34%-57.4pp | 71.41%-64.5pp | 345.43%-338.5pp |
| Employer contribution / active EE | $12,908 | $5,262+145.3% | $4,736+172.6% | $4,764+171.0% |
| Participant deferral / active EE | $10,611 | $7,111+49.2% | $6,710+58.1% | $5,851+81.4% |
| Admin fee / account holder | $4,136 | $12,125-65.9% | $10,264-59.7% | $11,599-64.3% |