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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 | $200,050 | $159,978+25.0% | $147,041+36.1% | $145,978+37.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 8.16% | 98.36%-90.2pp | 419.21%-411.0pp | 550.52%-542.4pp |
| Employer contribution / active EE | $2,569 | $5,288-51.4% | $4,935-47.9% | $4,662-44.9% |
| Participant deferral / active EE | $15,834 | $8,429+87.9% | $8,071+96.2% | $6,690+136.7% |
| Admin fee / account holder | $21,256 | $15,053+41.2% | $13,006+63.4% | $13,400+58.6% |