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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 | $234,512 | $105,145+123.0% | $94,664+147.7% | $139,466+68.2% |
| Participation rate | 81.0% | 82.4%-1.4pp | 80.8%+0.1pp | 80.3%+0.6pp |
| Annual return | 10.28% | 38.09%-27.8pp | 156.84%-146.6pp | 373.66%-363.4pp |
| Employer contribution / active EE | $1,932 | $4,107-53.0% | $3,673-47.4% | $4,754-59.4% |
| Participant deferral / active EE | $11,690 | $7,599+53.8% | $7,417+57.6% | $6,712+74.2% |
| Admin fee / account holder | $27,823 | $8,972+210.1% | $7,222+285.3% | $11,409+143.9% |