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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 | $116,847 | $109,967+6.3% | $97,197+20.2% | $145,877-19.9% |
| Participation rate | 85.7% | 76.0%+9.8pp | 72.7%+13.0pp | 80.3%+5.4pp |
| Annual return | 6.20% | 244.27%-238.1pp | 75.47%-69.3pp | 551.28%-545.1pp |
| Employer contribution / active EE | $2,737 | $3,077-11.0% | $2,723+0.5% | $4,663-41.3% |
| Participant deferral / active EE | $2,592 | $4,676-44.6% | $4,263-39.2% | $6,691-61.3% |
| Admin fee / account holder | $16,715 | $6,199+169.6% | $5,637+196.5% | $13,402+24.7% |