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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 | $233,565 | $165,381+41.2% | $149,730+56.0% | $158,966+46.9% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 2.98% | 348.29%-345.3pp | 276.70%-273.7pp | 302.95%-300.0pp |
| Employer contribution / active EE | $10,851 | $5,104+112.6% | $4,645+133.6% | $4,762+127.8% |
| Participant deferral / active EE | $11,006 | $7,182+53.2% | $6,843+60.8% | $5,983+83.9% |
| Admin fee / account holder | $64,671 | $10,809+498.3% | $9,310+594.6% | $11,250+474.9% |