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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 | $182,480 | $111,535+63.6% | $105,223+73.4% | $137,256+32.9% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.0%+11.6pp | 80.0%+6.7pp |
| Annual return | 6.59% | 237.85%-231.3pp | 180.65%-174.1pp | 220.34%-213.8pp |
| Employer contribution / active EE | $1,835 | $3,939-53.4% | $3,689-50.3% | $4,156-55.8% |
| Participant deferral / active EE | $4,819 | $5,500-12.4% | $5,072-5.0% | $6,407-24.8% |
| Admin fee / account holder | $2,889 | $9,721-70.3% | $8,859-67.4% | $12,270-76.5% |