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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 | $222,935 | $166,242+34.1% | $165,071+35.1% | $145,884+52.8% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.6%+5.6pp | 80.3%+3.9pp |
| Annual return | 8.68% | 100.44%-91.8pp | 70.17%-61.5pp | 551.85%-543.2pp |
| Employer contribution / active EE | $2,990 | $5,283-43.4% | $4,347-31.2% | $4,662-35.9% |
| Participant deferral / active EE | $7,784 | $6,964+11.8% | $6,035+29.0% | $6,690+16.4% |
| Admin fee / account holder | $1,493 | $16,658-91.0% | $12,695-88.2% | $13,392-88.9% |