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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 | $198,215 | $112,112+76.8% | $95,956+106.6% | $158,950+24.7% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 5.06% | 171.15%-166.1pp | 91.63%-86.6pp | 302.91%-297.8pp |
| Employer contribution / active EE | $2,048 | $3,199-36.0% | $2,541-19.4% | $4,762-57.0% |
| Participant deferral / active EE | $5,927 | $4,784+23.9% | $4,167+42.2% | $5,983-0.9% |
| Admin fee / account holder | $3,957 | $10,134-61.0% | $6,797-41.8% | $11,248-64.8% |