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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 | $230,073 | $157,296+46.3% | $141,191+63.0% | $152,897+50.5% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 9.39% | 64.34%-55.0pp | 71.41%-62.0pp | 345.43%-336.0pp |
| Employer contribution / active EE | $4,017 | $5,262-23.7% | $4,736-15.2% | $4,764-15.7% |
| Participant deferral / active EE | $4,897 | $7,111-31.1% | $6,710-27.0% | $5,851-16.3% |
| Admin fee / account holder | $85,359 | $12,125+604.0% | $10,264+731.6% | $11,599+635.9% |