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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 | $231,433 | $165,381+39.9% | $149,730+54.6% | $158,966+45.6% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 7.64% | 348.29%-340.7pp | 276.70%-269.1pp | 302.95%-295.3pp |
| Employer contribution / active EE | $4,052 | $5,104-20.6% | $4,645-12.8% | $4,762-14.9% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12,627 | $10,809+16.8% | $9,310+35.6% | $11,250+12.2% |