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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 | $227,327 | $103,392+119.9% | $87,104+161.0% | $152,897+48.7% |
| Participation rate | 71.4% | 79.4%-7.9pp | 76.9%-5.4pp | 82.5%-11.0pp |
| Annual return | 7.18% | 28.10%-20.9pp | 28.19%-21.0pp | 345.43%-338.2pp |
| Employer contribution / active EE | $2,388 | $3,221-25.8% | $2,521-5.3% | $4,764-49.9% |
| Participant deferral / active EE | $7,671 | $4,778+60.5% | $4,048+89.5% | $5,851+31.1% |
| Admin fee / account holder | $86,515 | $12,194+609.5% | $7,491+1054.9% | $11,599+645.9% |