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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 | $141,268 | $69,252+104.0% | $64,099+120.4% | $139,456+1.3% |
| Participation rate | 95.7% | 75.6%+20.0pp | 72.3%+23.3pp | 80.3%+15.3pp |
| Annual return | 9.17% | 45.89%-36.7pp | 33.70%-24.5pp | 373.45%-364.3pp |
| Employer contribution / active EE | $8,125 | $3,184+155.2% | $2,748+195.7% | $4,753+71.0% |
| Participant deferral / active EE | $8,842 | $4,683+88.8% | $3,881+127.8% | $6,711+31.8% |
| Admin fee / account holder | $13,966 | $4,248+228.8% | $3,070+354.9% | $11,407+22.4% |