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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 | $247,902 | $109,904+125.6% | $97,167+155.1% | $145,959+69.8% |
| Participation rate | 85.0% | 75.9%+9.1pp | 72.7%+12.3pp | 80.3%+4.7pp |
| Annual return | 6.52% | 243.43%-236.9pp | 75.27%-68.7pp | 561.95%-555.4pp |
| Employer contribution / active EE | $2,267 | $3,084-26.5% | $2,729-16.9% | $4,661-51.4% |
| Participant deferral / active EE | $4,959 | $4,676+6.1% | $4,264+16.3% | $6,689-25.9% |
| Admin fee / account holder | $26,175 | $6,216+321.1% | $5,650+363.3% | $13,398+95.4% |