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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 | $237,029 | $159,934+48.2% | $147,005+61.2% | $145,959+62.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 9.01% | 98.24%-89.2pp | 418.76%-409.7pp | 561.95%-552.9pp |
| Employer contribution / active EE | $4,831 | $5,287-8.6% | $4,934-2.1% | $4,661+3.6% |
| Participant deferral / active EE | $10,679 | $8,427+26.7% | $8,070+32.3% | $6,689+59.7% |
| Admin fee / account holder | $340,762 | $15,053+2163.7% | $13,006+2520.0% | $13,398+2443.4% |