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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 | $148,191 | $148,623-0.3% | $135,974+9.0% | $139,466+6.3% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 4.27% | 79.30%-75.0pp | 68.30%-64.0pp | 373.66%-369.4pp |
| Employer contribution / active EE | $6,667 | $5,246+27.1% | $4,859+37.2% | $4,754+40.2% |
| Participant deferral / active EE | $8,733 | $8,103+7.8% | $7,760+12.5% | $6,712+30.1% |
| Admin fee / account holder | $36,845 | $12,406+197.0% | $10,767+242.2% | $11,409+223.0% |