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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 | $108,187 | $72,071+50.1% | $68,368+58.2% | $137,256-21.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 10.92% | 353.14%-342.2pp | 292.57%-281.7pp | 220.34%-209.4pp |
| Employer contribution / active EE | $9,176 | $2,788+229.1% | $2,649+246.4% | $4,156+120.8% |
| Participant deferral / active EE | $7,295 | $4,410+65.4% | $4,123+76.9% | $6,407+13.9% |
| Admin fee / account holder | $12,328 | $5,336+131.1% | $5,150+139.4% | $12,270+0.5% |