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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 | $139,757 | $165,399-15.5% | $149,745-6.7% | $158,982-12.1% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 6.42% | 348.34%-341.9pp | 276.72%-270.3pp | 302.99%-296.6pp |
| Employer contribution / active EE | $11,515 | $5,105+125.6% | $4,646+147.9% | $4,763+141.8% |
| Participant deferral / active EE | $2,797 | $7,183-61.1% | $6,843-59.1% | $5,983-53.3% |
| Admin fee / account holder | $23,332 | $10,811+115.8% | $9,312+150.6% | $11,252+107.4% |