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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 | $241,507 | $111,535+116.5% | $105,223+129.5% | $137,256+76.0% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 11.10% | 237.85%-226.8pp | 180.65%-169.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,256 | $3,939-42.7% | $3,689-38.8% | $4,156-45.7% |
| Participant deferral / active EE | $9,810 | $5,500+78.4% | $5,072+93.4% | $6,407+53.1% |
| Admin fee / account holder | $10,290 | $9,721+5.9% | $8,859+16.2% | $12,270-16.1% |