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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 | $173,730 | $72,071+141.1% | $68,368+154.1% | $137,256+26.6% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 8.91% | 353.14%-344.2pp | 292.57%-283.7pp | 220.34%-211.4pp |
| Employer contribution / active EE | $2,108 | $2,788-24.4% | $2,649-20.4% | $4,156-49.3% |
| Participant deferral / active EE | $6,242 | $4,410+41.6% | $4,123+51.4% | $6,407-2.6% |
| Admin fee / account holder | $1,267 | $5,336-76.3% | $5,150-75.4% | $12,270-89.7% |